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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 | $65,273 | $63,346+3.0% | $92,240-29.2% | $70,126-6.9% |
| Participation rate | 58.1% | 68.7%-10.6pp | 76.5%-18.4pp | 69.5%-11.4pp |
| Annual return | 7.88% | 530.19%-522.3pp | 176.29%-168.4pp | 73.15%-65.3pp |
| Employer contribution / active EE | $348 | $2,471-85.9% | $3,680-90.5% | $2,343-85.1% |
| Participant deferral / active EE | $2,113 | $2,854-26.0% | $3,897-45.8% | $3,332-36.6% |
| Admin fee / account holder | $12,420 | $3,841+223.4% | $5,194+139.1% | $4,645+167.3% |