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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 | $77,959 | $56,894+37.0% | $84,753-8.0% | $62,881+24.0% |
| Participation rate | 24.3% | 68.5%-44.2pp | 76.6%-52.3pp | 69.3%-45.0pp |
| Annual return | 1.51% | 6.30%-4.8pp | 22.78%-21.3pp | 20.14%-18.6pp |
| Employer contribution / active EE | $281 | $2,400-88.3% | $3,574-92.1% | $2,281-87.7% |
| Participant deferral / active EE | $1,661 | $2,709-38.7% | $3,712-55.2% | $3,203-48.1% |
| Admin fee / account holder | $12,367 | $3,581+245.3% | $5,333+131.9% | $4,296+187.9% |