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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 | $58,982 | $61,125-3.5% | $94,057-37.3% | $87,485-32.6% |
| Participation rate | 33.3% | 64.1%-30.7pp | 73.3%-40.0pp | 68.9%-35.6pp |
| Annual return | 8.24% | 35.20%-27.0pp | 480.62%-472.4pp | 26.06%-17.8pp |
| Employer contribution / active EE | $182 | $2,136-91.5% | $2,933-93.8% | $2,596-93.0% |
| Participant deferral / active EE | $1,153 | $3,260-64.6% | $4,709-75.5% | $4,274-73.0% |
| Admin fee / account holder | $15,563 | $5,629+176.5% | $7,244+114.8% | $7,775+100.2% |