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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 | $62,948 | $58,275+8.0% | $81,844-23.1% | $80,935-22.2% |
| Participation rate | 39.3% | 63.5%-24.2pp | 72.4%-33.1pp | 67.7%-28.4pp |
| Annual return | 10.19% | 41.82%-31.6pp | 778.87%-768.7pp | 35.66%-25.5pp |
| Employer contribution / active EE | $268 | $2,346-88.6% | $2,916-90.8% | $2,757-90.3% |
| Participant deferral / active EE | $1,200 | $3,285-63.5% | $4,323-72.2% | $4,299-72.1% |
| Admin fee / account holder | $6,165 | $4,749+29.8% | $7,355-16.2% | $6,924-11.0% |