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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 | $62,800 | $52,580+19.4% | $71,671-12.4% | $70,126-10.4% |
| Participation rate | 21.1% | 60.9%-39.8pp | 68.7%-47.7pp | 69.5%-48.5pp |
| Annual return | 10.28% | 20.25%-10.0pp | 20.65%-10.4pp | 73.15%-62.9pp |
| Employer contribution / active EE | $240 | $1,616-85.1% | $2,460-90.2% | $2,343-89.8% |
| Participant deferral / active EE | $935 | $2,386-60.8% | $3,438-72.8% | $3,332-71.9% |
| Admin fee / account holder | $6,903 | $3,653+89.0% | $5,558+24.2% | $4,645+48.6% |