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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 | $63,050 | $91,120-30.8% | $161,149-60.9% | $64,097-1.6% |
| Participation rate | 49.0% | 62.2%-13.2pp | 78.8%-29.8pp | 55.2%-6.2pp |
| Annual return | 12.49% | 17.95%-5.5pp | 21.16%-8.7pp | 34.64%-22.2pp |
| Employer contribution / active EE | $309 | $2,284-86.5% | $4,360-92.9% | $1,891-83.7% |
| Participant deferral / active EE | $2,143 | $3,708-42.2% | $6,153-65.2% | $3,080-30.4% |
| Admin fee / account holder | $23,695 | $4,535+422.5% | $15,194+55.9% | $3,454+585.9% |