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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 | $42,918 | $78,425-45.3% | $95,956-55.3% | $79,858-46.3% |
| Participation rate | 67.9% | 73.5%-5.6pp | 77.1%-9.2pp | 69.6%-1.8pp |
| Annual return | 6.44% | 19.37%-12.9pp | 91.63%-85.2pp | 31.72%-25.3pp |
| Employer contribution / active EE | $1 | $1,945-99.9% | $2,541-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $2,677 | $3,440-22.2% | $4,167-35.8% | $3,740-28.4% |
| Admin fee / account holder | $5,816 | $5,622+3.4% | $6,797-14.4% | $5,306+9.6% |