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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 | $83,876 | $102,393-18.1% | $147,041-43.0% | $80,911+3.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 11.05% | 134.95%-123.9pp | 419.21%-408.2pp | 35.63%-24.6pp |
| Employer contribution / active EE | $18 | $3,715-99.5% | $4,935-99.6% | $2,756-99.3% |
| Participant deferral / active EE | $8,230 | $6,647+23.8% | $8,071+2.0% | $4,297+91.5% |
| Admin fee / account holder | $7,720 | $7,943-2.8% | $13,006-40.6% | $6,935+11.3% |