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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 | $62,076 | $49,896+24.4% | $80,627-23.0% | $75,173-17.4% |
| Participation rate | 44.2% | 55.3%-11.1pp | 67.0%-22.8pp | 67.2%-23.0pp |
| Annual return | 11.93% | 34.67%-22.7pp | 936.76%-924.8pp | 160.72%-148.8pp |
| Employer contribution / active EE | $247 | $1,699-85.5% | $2,723-90.9% | $2,671-90.8% |
| Participant deferral / active EE | $1,761 | $2,992-41.1% | $4,443-60.4% | $4,126-57.3% |
| Admin fee / account holder | $5,993 | $3,578+67.5% | $5,381+11.4% | $5,651+6.1% |