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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 | $102,385-18.1% | $147,080-43.0% | $80,935+3.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 11.05% | 135.09%-124.0pp | 420.17%-409.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $18 | $3,717-99.5% | $4,933-99.6% | $2,757-99.3% |
| Participant deferral / active EE | $8,230 | $6,651+23.7% | $8,066+2.0% | $4,299+91.4% |
| Admin fee / account holder | $7,720 | $7,951-2.9% | $12,989-40.6% | $6,924+11.5% |