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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 | $81,803 | $102,385-20.1% | $147,080-44.4% | $80,935+1.1% |
| Participation rate | 62.5% | 75.9%-13.4pp | 82.2%-19.7pp | 67.7%-5.2pp |
| Annual return | 9.94% | 135.09%-125.2pp | 420.17%-410.2pp | 35.66%-25.7pp |
| Employer contribution / active EE | $776 | $3,717-79.1% | $4,933-84.3% | $2,757-71.8% |
| Participant deferral / active EE | $2,749 | $6,651-58.7% | $8,066-65.9% | $4,299-36.1% |
| Admin fee / account holder | $2,544 | $7,951-68.0% | $12,989-80.4% | $6,924-63.3% |