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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 | $55,885 | $63,346-11.8% | $92,240-39.4% | $70,126-20.3% |
| Participation rate | 68.5% | 68.7%-0.2pp | 76.5%-8.0pp | 69.5%-1.0pp |
| Annual return | 10.59% | 530.19%-519.6pp | 176.29%-165.7pp | 73.15%-62.6pp |
| Employer contribution / active EE | $374 | $2,471-84.9% | $3,680-89.8% | $2,343-84.1% |
| Participant deferral / active EE | $2,563 | $2,854-10.2% | $3,897-34.2% | $3,332-23.1% |
| Admin fee / account holder | $17,953 | $3,841+367.4% | $5,194+245.6% | $4,645+286.5% |