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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 | $56,224 | $65,575-14.3% | $86,209-34.8% | $75,181-25.2% |
| Participation rate | 60.3% | 60.5%-0.2pp | 69.0%-8.7pp | 67.2%-6.9pp |
| Annual return | 11.72% | 46.07%-34.4pp | 1169.05%-1157.3pp | 160.69%-149.0pp |
| Employer contribution / active EE | $337 | $1,553-78.3% | $2,381-85.9% | $2,671-87.4% |
| Participant deferral / active EE | $2,783 | $3,023-8.0% | $3,986-30.2% | $4,126-32.5% |
| Admin fee / account holder | $4,513 | $5,470-17.5% | $6,853-34.1% | $5,650-20.1% |