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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 | $59,132 | $52,353+12.9% | $120,225-50.8% | $82,448-28.3% |
| Participation rate | 16.3% | 58.3%-42.0pp | 69.6%-53.3pp | 68.1%-51.8pp |
| Annual return | 10.88% | 61.85%-51.0pp | 439.23%-428.3pp | 41.64%-30.8pp |
| Employer contribution / active EE | $198 | $1,510-86.9% | $3,475-94.3% | $2,551-92.2% |
| Participant deferral / active EE | $833 | $2,627-68.3% | $3,999-79.2% | $4,139-79.9% |
| Admin fee / account holder | $40,275 | $4,363+823.2% | $5,696+607.0% | $7,234+456.7% |