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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 | $76,304 | $102,429-25.5% | $147,096-48.1% | $80,925-5.7% |
| Participation rate | 61.1% | 75.9%-14.8pp | 82.2%-21.1pp | 67.7%-6.5pp |
| Annual return | 11.35% | 135.02%-123.7pp | 419.75%-408.4pp | 35.65%-24.3pp |
| Employer contribution / active EE | $328 | $3,716-91.2% | $4,936-93.4% | $2,756-88.1% |
| Participant deferral / active EE | $5,110 | $6,649-23.1% | $8,071-36.7% | $4,299+18.9% |
| Admin fee / account holder | $10,154 | $7,957+27.6% | $13,005-21.9% | $6,940+46.3% |