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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 | $76,873 | $52,353+46.8% | $120,225-36.1% | $82,448-6.8% |
| Participation rate | 56.8% | 58.3%-1.6pp | 69.6%-12.8pp | 68.1%-11.3pp |
| Annual return | 12.67% | 61.85%-49.2pp | 439.23%-426.6pp | 41.64%-29.0pp |
| Employer contribution / active EE | $229 | $1,510-84.8% | $3,475-93.4% | $2,551-91.0% |
| Participant deferral / active EE | $2,661 | $2,627+1.3% | $3,999-33.5% | $4,139-35.7% |
| Admin fee / account holder | $3,277 | $4,363-24.9% | $5,696-42.5% | $7,234-54.7% |