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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 | $52,610 | $58,311-9.8% | $81,882-35.7% | $80,959-35.0% |
| Participation rate | 65.5% | 63.5%+2.0pp | 72.4%-6.9pp | 67.7%-2.2pp |
| Annual return | 8.54% | 41.85%-33.3pp | 779.47%-770.9pp | 35.67%-27.1pp |
| Employer contribution / active EE | $260 | $2,347-88.9% | $2,916-91.1% | $2,757-90.6% |
| Participant deferral / active EE | $1,506 | $3,287-54.2% | $4,323-65.2% | $4,300-65.0% |
| Admin fee / account holder | $3,308 | $4,752-30.4% | $7,360-55.0% | $6,925-52.2% |