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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 | $52,119 | $61,815-15.7% | $97,295-46.4% | $80,959-35.6% |
| Participation rate | 61.5% | 63.5%-1.9pp | 72.7%-11.1pp | 67.7%-6.1pp |
| Annual return | 10.25% | -558.73%+569.0pp | 75.62%-65.4pp | 35.67%-25.4pp |
| Employer contribution / active EE | $261 | $1,836-85.8% | $2,723-90.4% | $2,757-90.5% |
| Participant deferral / active EE | $2,574 | $3,027-15.0% | $4,264-39.6% | $4,300-40.1% |
| Admin fee / account holder | $6,092 | $5,166+17.9% | $5,646+7.9% | $6,925-12.0% |