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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 | $49,225 | $80,812-39.1% | $160,784-69.4% | $82,448-40.3% |
| Participation rate | 63.0% | 66.2%-3.3pp | 77.0%-14.0pp | 68.1%-5.1pp |
| Annual return | 12.60% | 100.59%-88.0pp | 1803.92%-1791.3pp | 41.64%-29.0pp |
| Employer contribution / active EE | $378 | $2,174-82.6% | $3,733-89.9% | $2,551-85.2% |
| Participant deferral / active EE | $2,306 | $4,335-46.8% | $6,293-63.4% | $4,139-44.3% |
| Admin fee / account holder | $972 | $7,695-87.4% | $9,717-90.0% | $7,234-86.6% |