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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 | $76,139 | $65,395+16.4% | $182,531-58.3% | $72,983+4.3% |
| Participation rate | 44.3% | 65.4%-21.2pp | 78.0%-33.7pp | 69.5%-25.2pp |
| Annual return | 1.93% | 27.68%-25.8pp | 148.57%-146.6pp | 81.01%-79.1pp |
| Employer contribution / active EE | $264 | $1,911-86.2% | $4,075-93.5% | $2,440-89.2% |
| Participant deferral / active EE | $2,000 | $3,563-43.9% | $5,525-63.8% | $3,608-44.5% |
| Admin fee / account holder | $5,833 | $4,245+37.4% | $8,593-32.1% | $5,124+13.8% |