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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 | $87,794 | $65,027+35.0% | $90,970-3.5% | $79,852+9.9% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 9.98% | 30.45%-20.5pp | 134.58%-124.6pp | 31.72%-21.7pp |
| Employer contribution / active EE | $199 | $1,247-84.0% | $2,122-90.6% | $2,471-91.9% |
| Participant deferral / active EE | $2,261 | $2,512-10.0% | $3,373-33.0% | $3,740-39.5% |
| Admin fee / account holder | $18,107 | $4,535+299.2% | $5,960+203.8% | $5,306+241.2% |