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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 | $72,272 | $57,541+25.6% | $95,728-24.5% | $75,181-3.9% |
| Participation rate | 38.6% | 62.5%-23.9pp | 72.3%-33.6pp | 67.2%-28.6pp |
| Annual return | 12.18% | 34.93%-22.8pp | 28.40%-16.2pp | 160.69%-148.5pp |
| Employer contribution / active EE | $254 | $1,808-86.0% | $2,835-91.0% | $2,671-90.5% |
| Participant deferral / active EE | $1,783 | $3,074-42.0% | $4,245-58.0% | $4,126-56.8% |
| Admin fee / account holder | $2,313 | $4,099-43.6% | $5,673-59.2% | $5,650-59.1% |