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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 | $72,347 | $93,345-22.5% | $119,126-39.3% | $87,485-17.3% |
| Participation rate | 56.4% | 68.7%-12.3pp | 75.8%-19.4pp | 68.9%-12.5pp |
| Annual return | 7.81% | 19.08%-11.3pp | 282.11%-274.3pp | 26.06%-18.3pp |
| Employer contribution / active EE | $594 | $3,172-81.3% | $4,034-85.3% | $2,596-77.1% |
| Participant deferral / active EE | $5,938 | $4,099+44.9% | $5,318+11.7% | $4,274+39.0% |
| Admin fee / account holder | $26,563 | $8,039+230.4% | $10,693+148.4% | $7,775+241.7% |