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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 | $73,267 | $63,433+15.5% | $63,803+14.8% | $64,097+14.3% |
| Participation rate | 28.9% | 65.0%-36.1pp | 72.7%-43.8pp | 55.2%-26.2pp |
| Annual return | 8.38% | 20.74%-12.4pp | 543.72%-535.3pp | 34.64%-26.3pp |
| Employer contribution / active EE | $139 | $2,332-94.0% | $2,532-94.5% | $1,891-92.7% |
| Participant deferral / active EE | $1,461 | $3,119-53.2% | $3,843-62.0% | $3,080-52.6% |
| Admin fee / account holder | $9,768 | $1,489+555.8% | $5,196+88.0% | $3,454+182.8% |