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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 | $42,003 | $63,346-33.7% | $92,240-54.5% | $70,126-40.1% |
| Participation rate | 51.9% | 68.7%-16.8pp | 76.5%-24.6pp | 69.5%-17.7pp |
| Annual return | 11.10% | 530.19%-519.1pp | 176.29%-165.2pp | 73.15%-62.0pp |
| Employer contribution / active EE | $373 | $2,471-84.9% | $3,680-89.9% | $2,343-84.1% |
| Participant deferral / active EE | $1,586 | $2,854-44.4% | $3,897-59.3% | $3,332-52.4% |
| Admin fee / account holder | $8,989 | $3,841+134.0% | $5,194+73.1% | $4,645+93.5% |