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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 | $87,011 | $77,920+11.7% | $149,723-41.9% | $75,177+15.7% |
| Participation rate | 26.5% | 65.6%-39.1pp | 78.8%-52.3pp | 67.2%-40.7pp |
| Annual return | 9.41% | 31.72%-22.3pp | 134.50%-125.1pp | 160.75%-151.3pp |
| Employer contribution / active EE | $372 | $3,138-88.1% | $4,821-92.3% | $2,671-86.1% |
| Participant deferral / active EE | $1,379 | $3,411-59.6% | $5,682-75.7% | $4,126-66.6% |
| Admin fee / account holder | $888 | $5,951-85.1% | $13,215-93.3% | $5,651-84.3% |