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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 | $34,165 | $70,684-51.7% | $169,390-79.8% | $75,173-54.6% |
| Participation rate | 66.2% | 64.8%+1.4pp | 77.2%-10.9pp | 67.2%-1.0pp |
| Annual return | 10.57% | 36.38%-25.8pp | 406.07%-395.5pp | 160.72%-150.1pp |
| Employer contribution / active EE | $201 | $2,211-90.9% | $4,013-95.0% | $2,671-92.5% |
| Participant deferral / active EE | $2,981 | $4,310-30.8% | $6,222-52.1% | $4,126-27.8% |
| Admin fee / account holder | $8,558 | $5,404+58.4% | $9,015-5.1% | $5,651+51.5% |