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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 | $64,705 | $57,352+12.8% | $83,830-22.8% | $64,173+0.8% |
| Participation rate | 41.9% | 68.6%-26.7pp | 76.1%-34.3pp | 69.6%-27.7pp |
| Annual return | -10.10% | 11.38%-21.5pp | 850.97%-861.1pp | 7.63%-17.7pp |
| Employer contribution / active EE | $275 | $2,546-89.2% | $3,631-92.4% | $2,381-88.5% |
| Participant deferral / active EE | $2,121 | $2,993-29.2% | $4,082-48.1% | $3,470-38.9% |
| Admin fee / account holder | $4,583 | $4,046+13.3% | $5,479-16.4% | $4,887-6.2% |