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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 | $61,428 | $74,535-17.6% | $100,712-39.0% | $82,637-25.7% |
| Participation rate | 28.0% | 61.2%-33.2pp | 69.3%-41.3pp | 68.1%-40.1pp |
| Annual return | 7.53% | 18.92%-11.4pp | 33.27%-25.7pp | 53.51%-46.0pp |
| Employer contribution / active EE | $188 | $1,503-87.5% | $2,313-91.9% | $2,552-92.6% |
| Participant deferral / active EE | $3,139 | $3,074+2.1% | $4,085-23.2% | $4,126-23.9% |
| Admin fee / account holder | $13,502 | $6,576+105.3% | $9,256+45.9% | $7,339+84.0% |