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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 | $85,997 | $85,171+1.0% | $172,752-50.2% | $72,975+17.8% |
| Participation rate | 43.6% | 70.1%-26.4pp | 82.6%-39.0pp | 69.5%-25.9pp |
| Annual return | 4.71% | 27.32%-22.6pp | 802.97%-798.3pp | 81.01%-76.3pp |
| Employer contribution / active EE | $253 | $3,324-92.4% | $5,144-95.1% | $2,440-89.6% |
| Participant deferral / active EE | $1,431 | $3,260-56.1% | $5,198-72.5% | $3,608-60.3% |
| Admin fee / account holder | $14,513 | $5,880+146.8% | $13,955+4.0% | $5,124+183.2% |