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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 | $64,926 | $82,133-21.0% | $147,318-55.9% | $64,097+1.3% |
| Participation rate | 29.9% | 62.3%-32.4pp | 82.1%-52.2pp | 55.2%-25.3pp |
| Annual return | 13.00% | 78.78%-65.8pp | 70.43%-57.4pp | 34.64%-21.6pp |
| Employer contribution / active EE | $122 | $2,872-95.7% | $4,593-97.3% | $1,891-93.5% |
| Participant deferral / active EE | $2,777 | $5,407-48.6% | $7,906-64.9% | $3,080-9.8% |
| Admin fee / account holder | $5,801 | $3,730+55.5% | $13,708-57.7% | $3,454+67.9% |