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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 | $59,382 | $45,343+31.0% | $150,298-60.5% | $67,986-12.7% |
| Participation rate | 24.3% | 51.9%-27.6pp | 77.8%-53.5pp | 57.2%-32.9pp |
| Annual return | 9.95% | 33.28%-23.3pp | 62.79%-52.8pp | 31.67%-21.7pp |
| Employer contribution / active EE | $159 | $1,462-89.1% | $4,154-96.2% | $2,019-92.1% |
| Participant deferral / active EE | $1,006 | $2,055-51.0% | $5,453-81.5% | $3,358-70.0% |
| Admin fee / account holder | $3,337 | $2,250+48.3% | $14,116-76.4% | $3,203+4.2% |