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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 | $59,065 | $58,311+1.3% | $81,882-27.9% | $80,959-27.0% |
| Participation rate | 37.3% | 63.5%-26.2pp | 72.4%-35.1pp | 67.7%-30.4pp |
| Annual return | 7.79% | 41.85%-34.1pp | 779.47%-771.7pp | 35.67%-27.9pp |
| Employer contribution / active EE | $168 | $2,347-92.8% | $2,916-94.2% | $2,757-93.9% |
| Participant deferral / active EE | $1,725 | $3,287-47.5% | $4,323-60.1% | $4,300-59.9% |
| Admin fee / account holder | $17,758 | $4,752+273.7% | $7,360+141.3% | $6,925+156.4% |