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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 | $77,988 | $102,385-23.8% | $147,080-47.0% | $80,935-3.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 10.27% | 135.09%-124.8pp | 420.17%-409.9pp | 35.66%-25.4pp |
| Employer contribution / active EE | $650 | $3,717-82.5% | $4,933-86.8% | $2,757-76.4% |
| Participant deferral / active EE | $4,402 | $6,651-33.8% | $8,066-45.4% | $4,299+2.4% |
| Admin fee / account holder | $17,745 | $7,951+123.2% | $12,989+36.6% | $6,924+156.3% |