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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 | $62,875 | $76,407-17.7% | $150,298-58.2% | $82,448-23.7% |
| Participation rate | 30.9% | 66.4%-35.5pp | 77.8%-46.9pp | 68.1%-37.2pp |
| Annual return | 13.12% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $123 | $2,614-95.3% | $4,154-97.0% | $2,551-95.2% |
| Participant deferral / active EE | $874 | $3,214-72.8% | $5,453-84.0% | $4,139-78.9% |
| Admin fee / account holder | $3,233 | $6,352-49.1% | $14,116-77.1% | $7,234-55.3% |