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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 | $65,835 | $57,140+15.2% | $85,240-22.8% | $80,959-18.7% |
| Participation rate | 39.2% | 56.4%-17.2pp | 67.5%-28.3pp | 67.7%-28.5pp |
| Annual return | 10.10% | 21.71%-11.6pp | 66.75%-56.7pp | 35.67%-25.6pp |
| Employer contribution / active EE | $138 | $1,802-92.4% | $2,735-95.0% | $2,757-95.0% |
| Participant deferral / active EE | $1,200 | $3,115-61.5% | $4,527-73.5% | $4,300-72.1% |
| Admin fee / account holder | $534 | $4,992-89.3% | $6,165-91.3% | $6,925-92.3% |