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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 | $62,317 | $67,411-7.6% | $91,004-31.5% | $70,126-11.1% |
| Participation rate | 44.0% | 71.4%-27.4pp | 75.6%-31.6pp | 69.5%-25.5pp |
| Annual return | 11.82% | -40.16%+52.0pp | 4.60%+7.2pp | 73.15%-61.3pp |
| Employer contribution / active EE | $231 | $1,786-87.1% | $2,456-90.6% | $2,343-90.1% |
| Participant deferral / active EE | $1,657 | $2,823-41.3% | $3,548-53.3% | $3,332-50.3% |
| Admin fee / account holder | $6,462 | $4,236+52.5% | $5,417+19.3% | $4,645+39.1% |