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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,500 | $62,146+8.6% | $81,438-17.1% | $74,546-9.5% |
| Participation rate | 40.0% | 64.1%-24.1pp | 69.5%-29.5pp | 67.2%-27.2pp |
| Annual return | 11.04% | 16.49%-5.4pp | 24.74%-13.7pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $425 | $1,883-77.4% | $2,460-82.7% | $2,624-83.8% |
| Participant deferral / active EE | $1,715 | $3,229-46.9% | $3,883-55.8% | $4,347-60.5% |
| Admin fee / account holder | $7,056 | $1,922+267.1% | $5,764+22.4% | $1,944+263.1% |