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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 | $59,752 | $65,555-8.9% | $86,216-30.7% | $75,173-20.5% |
| Participation rate | 44.4% | 60.5%-16.0pp | 69.0%-24.5pp | 67.2%-22.8pp |
| Annual return | 12.56% | 46.07%-33.5pp | 1169.42%-1156.9pp | 160.72%-148.2pp |
| Employer contribution / active EE | $284 | $1,553-81.7% | $2,382-88.1% | $2,671-89.4% |
| Participant deferral / active EE | $2,660 | $3,023-12.0% | $3,986-33.3% | $4,126-35.5% |
| Admin fee / account holder | $9,539 | $5,469+74.4% | $6,853+39.2% | $5,651+68.8% |