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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 | $61,718 | $88,672-30.4% | $105,223-41.3% | $82,448-25.1% |
| Participation rate | 52.7% | 67.9%-15.2pp | 75.0%-22.3pp | 68.1%-15.3pp |
| Annual return | 12.18% | 30.86%-18.7pp | 180.65%-168.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $657 | $3,048-78.5% | $3,689-82.2% | $2,551-74.3% |
| Participant deferral / active EE | $2,746 | $4,036-32.0% | $5,072-45.9% | $4,139-33.7% |
| Admin fee / account holder | $15,141 | $7,146+111.9% | $8,859+70.9% | $7,234+109.3% |