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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 | $74,275 | $63,861+16.3% | $104,625-29.0% | $79,852-7.0% |
| Participation rate | 45.3% | 64.9%-19.6pp | 74.1%-28.8pp | 69.6%-24.3pp |
| Annual return | 9.35% | 21.30%-11.9pp | 340.60%-331.2pp | 31.72%-22.4pp |
| Employer contribution / active EE | $88 | $1,588-94.4% | $2,681-96.7% | $2,471-96.4% |
| Participant deferral / active EE | $2,354 | $2,693-12.6% | $3,738-37.0% | $3,740-37.1% |
| Admin fee / account holder | $12,874 | $4,185+207.6% | $6,465+99.1% | $5,306+142.6% |