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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 | $58,128 | $71,197-18.4% | $93,669-37.9% | $80,925-28.2% |
| Participation rate | 28.1% | 60.4%-32.3pp | 68.7%-40.6pp | 67.7%-39.5pp |
| Annual return | 8.64% | 11.27%-2.6pp | 133.59%-124.9pp | 35.65%-27.0pp |
| Employer contribution / active EE | $341 | $1,565-78.2% | $2,424-85.9% | $2,756-87.6% |
| Participant deferral / active EE | $1,380 | $4,036-65.8% | $4,416-68.8% | $4,299-67.9% |
| Admin fee / account holder | $19,594 | $6,959+181.6% | $8,291+136.3% | $6,940+182.3% |