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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 | $72,828 | $58,241+25.0% | $81,780-10.9% | $80,911-10.0% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.4%-22.4pp | 67.6%-17.6pp |
| Annual return | 9.98% | 41.73%-31.7pp | 776.27%-766.3pp | 35.63%-25.7pp |
| Employer contribution / active EE | $233 | $2,343-90.1% | $2,914-92.0% | $2,756-91.5% |
| Participant deferral / active EE | $2,571 | $3,283-21.7% | $4,321-40.5% | $4,297-40.2% |
| Admin fee / account holder | $7,860 | $4,973+58.1% | $7,384+6.4% | $6,935+13.3% |