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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 | $88,360-26.5% | $145,433-55.4% | $67,986-4.5% |
| Participation rate | 29.9% | 65.5%-35.6pp | 82.1%-52.2pp | 57.2%-27.3pp |
| Annual return | 13.00% | 63.15%-50.2pp | 66.58%-53.6pp | 31.67%-18.7pp |
| Employer contribution / active EE | $122 | $3,054-96.0% | $4,554-97.3% | $2,019-93.9% |
| Participant deferral / active EE | $2,777 | $5,932-53.2% | $7,897-64.8% | $3,358-17.3% |
| Admin fee / account holder | $5,801 | $3,313+75.1% | $13,129-55.8% | $3,203+81.1% |