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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 | $75,110 | $88,137-14.8% | $164,975-54.5% | $74,429+0.9% |
| Participation rate | 24.8% | 73.1%-48.4pp | 78.6%-53.9pp | 67.2%-42.5pp |
| Annual return | 4.71% | 17.13%-12.4pp | 70.12%-65.4pp | 1368.38%-1363.7pp |
| Employer contribution / active EE | $14 | $2,597-99.5% | $4,343-99.7% | $2,625-99.5% |
| Participant deferral / active EE | $2,313 | $4,501-48.6% | $6,033-61.7% | $4,348-46.8% |
| Admin fee / account holder | $4,881 | $2,231+118.7% | $12,688-61.5% | $1,944+151.0% |