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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 | $55,853 | $58,234-4.1% | $81,783-31.7% | $80,874-30.9% |
| Participation rate | 56.9% | 63.4%-6.6pp | 72.4%-15.5pp | 67.6%-10.8pp |
| Annual return | 9.30% | 41.70%-32.4pp | 775.05%-765.7pp | 35.62%-26.3pp |
| Employer contribution / active EE | $224 | $2,341-90.5% | $2,913-92.3% | $2,756-91.9% |
| Participant deferral / active EE | $918 | $3,283-72.0% | $4,320-78.7% | $4,297-78.6% |
| Admin fee / account holder | $9,607 | $4,982+92.9% | $7,380+30.2% | $6,935+38.5% |