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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 | $71,803 | $63,346+13.4% | $92,240-22.2% | $70,126+2.4% |
| Participation rate | 63.2% | 68.7%-5.5pp | 76.5%-13.3pp | 69.5%-6.4pp |
| Annual return | 7.76% | 530.19%-522.4pp | 176.29%-168.5pp | 73.15%-65.4pp |
| Employer contribution / active EE | $222 | $2,471-91.0% | $3,680-94.0% | $2,343-90.5% |
| Participant deferral / active EE | $4,202 | $2,854+47.2% | $3,897+7.8% | $3,332+26.1% |
| Admin fee / account holder | $2,689 | $3,841-30.0% | $5,194-48.2% | $4,645-42.1% |