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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 | $92,616 | $152,619-39.3% | $125,195-26.0% | $152,909-39.4% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.5%-20.0pp |
| Annual return | 2.33% | 54.85%-52.5pp | 43.79%-41.5pp | 345.46%-343.1pp |
| Employer contribution / active EE | $330 | $4,947-93.3% | $3,866-91.5% | $4,764-93.1% |
| Participant deferral / active EE | $3,347 | $5,869-43.0% | $4,937-32.2% | $5,851-42.8% |
| Admin fee / account holder | $29,819 | $13,437+121.9% | $9,704+207.3% | $11,601+157.0% |