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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 | $72,087 | $70,418+2.4% | $96,570-25.4% | $85,847-16.0% |
| Participation rate | 6.7% | 61.8%-55.1pp | 69.8%-63.2pp | 69.3%-62.7pp |
| Annual return | 9.79% | 18.59%-8.8pp | 37.79%-28.0pp | 318.61%-308.8pp |
| Employer contribution / active EE | $217 | $1,413-84.6% | $2,357-90.8% | $2,565-91.5% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $46,563 | $4,995+832.2% | $6,182+653.2% | $6,261+643.7% |