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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 | $65,641 | $84,236-22.1% | $170,435-61.5% | $70,126-6.4% |
| Participation rate | 12.9% | 70.8%-57.9pp | 83.6%-70.7pp | 69.5%-56.6pp |
| Annual return | 10.45% | 23.06%-12.6pp | 205.94%-195.5pp | 73.15%-62.7pp |
| Employer contribution / active EE | $350 | $3,387-89.7% | $5,432-93.6% | $2,343-85.0% |
| Participant deferral / active EE | $1,214 | $3,086-60.6% | $4,939-75.4% | $3,332-63.6% |
| Admin fee / account holder | $10,671 | $5,698+87.3% | $13,881-23.1% | $4,645+129.7% |