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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 | $60,061 | $65,367-8.1% | $92,915-35.4% | $72,976-17.7% |
| Participation rate | 58.1% | 68.3%-10.2pp | 76.0%-17.9pp | 69.5%-11.4pp |
| Annual return | 3.15% | 42.11%-39.0pp | 109.45%-106.3pp | 81.02%-77.9pp |
| Employer contribution / active EE | $222 | $2,594-91.5% | $3,653-93.9% | $2,440-90.9% |
| Participant deferral / active EE | $2,024 | $3,128-35.3% | $4,238-52.2% | $3,608-43.9% |
| Admin fee / account holder | $8,451 | $4,251+98.8% | $5,796+45.8% | $5,124+64.9% |