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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 | $75,230 | $65,575+14.7% | $86,209-12.7% | $75,181+0.1% |
| Participation rate | 39.2% | 60.5%-21.2pp | 69.0%-29.7pp | 67.2%-28.0pp |
| Annual return | 12.19% | 46.07%-33.9pp | 1169.05%-1156.9pp | 160.69%-148.5pp |
| Employer contribution / active EE | $263 | $1,553-83.1% | $2,381-88.9% | $2,671-90.1% |
| Participant deferral / active EE | $3,312 | $3,023+9.6% | $3,986-16.9% | $4,126-19.7% |
| Admin fee / account holder | $4,221 | $5,470-22.8% | $6,853-38.4% | $5,650-25.3% |