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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 | $61,708 | $47,553+29.8% | $136,867-54.9% | $69,733-11.5% |
| Participation rate | 27.0% | 61.4%-34.4pp | 74.5%-47.6pp | 62.5%-35.5pp |
| Annual return | 9.32% | -91.50%+100.8pp | 42.97%-33.6pp | 15.22%-5.9pp |
| Employer contribution / active EE | $272 | $2,087-86.9% | $3,547-92.3% | $2,250-87.9% |
| Participant deferral / active EE | $1,274 | $2,300-44.6% | $4,924-74.1% | $3,054-58.3% |
| Admin fee / account holder | $3,274 | $3,496-6.3% | $10,340-68.3% | $3,102+5.5% |