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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 | $70,068 | $76,107-7.9% | $96,576-27.4% | $71,495-2.0% |
| Participation rate | 47.1% | 74.4%-27.3pp | 76.0%-28.9pp | 67.9%-20.8pp |
| Annual return | 11.05% | 22.81%-11.8pp | 25.87%-14.8pp | 28.85%-17.8pp |
| Employer contribution / active EE | $243 | $2,247-89.2% | $2,965-91.8% | $2,589-90.6% |
| Participant deferral / active EE | $2,771 | $4,218-34.3% | $4,851-42.9% | $4,291-35.4% |
| Admin fee / account holder | $16,773 | $2,708+519.4% | $8,253+103.2% | $1,588+956.4% |