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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 | $69,179 | $61,605+12.3% | $112,273-38.4% | $75,173-8.0% |
| Participation rate | 35.7% | 61.7%-26.0pp | 72.4%-36.7pp | 67.2%-31.5pp |
| Annual return | 11.40% | 28.47%-17.1pp | 30.23%-18.8pp | 160.72%-149.3pp |
| Employer contribution / active EE | $490 | $2,015-75.7% | $3,431-85.7% | $2,671-81.6% |
| Participant deferral / active EE | $1,973 | $3,108-36.5% | $4,800-58.9% | $4,126-52.2% |
| Admin fee / account holder | $3,023 | $4,862-37.8% | $7,752-61.0% | $5,651-46.5% |