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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 | $70,387 | $94,699-25.7% | $185,441-62.0% | $65,306+7.8% |
| Participation rate | 34.1% | 64.2%-30.1pp | 80.3%-46.2pp | 57.7%-23.6pp |
| Annual return | 10.94% | 16.71%-5.8pp | 20.16%-9.2pp | 21.94%-11.0pp |
| Employer contribution / active EE | $180 | $2,381-92.4% | $4,672-96.1% | $1,967-90.9% |
| Participant deferral / active EE | $1,634 | $3,568-54.2% | $6,152-73.4% | $2,959-44.8% |
| Admin fee / account holder | $9,322 | $4,797+94.3% | $17,890-47.9% | $3,480+167.9% |