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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 | $65,032 | $75,058-13.4% | $152,301-57.3% | $64,340+1.1% |
| Participation rate | 10.6% | 60.9%-50.3pp | 82.4%-71.8pp | 55.2%-44.6pp |
| Annual return | 11.74% | 29.93%-18.2pp | 80.50%-68.8pp | 24.14%-12.4pp |
| Employer contribution / active EE | $19 | $2,605-99.3% | $4,624-99.6% | $1,862-99.0% |
| Participant deferral / active EE | $1,381 | $5,041-72.6% | $8,004-82.7% | $2,980-53.7% |
| Admin fee / account holder | $47,542 | $4,050+1073.8% | $14,398+230.2% | $3,703+1184.0% |