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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 | $67,025 | $98,240-31.8% | $82,312-18.6% | $147,586-54.6% |
| Participation rate | 42.1% | 79.7%-37.6pp | 76.9%-34.8pp | 82.8%-40.7pp |
| Annual return | 6.50% | 30.85%-24.4pp | 25.88%-19.4pp | 578.59%-572.1pp |
| Employer contribution / active EE | $210 | $3,192-93.4% | $2,428-91.3% | $4,876-95.7% |
| Participant deferral / active EE | $2,154 | $4,383-50.9% | $3,706-41.9% | $5,439-60.4% |
| Admin fee / account holder | $11,993 | $8,563+40.1% | $5,608+113.9% | $10,886+10.2% |