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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 | $59,772 | $55,902+6.9% | $76,030-21.4% | $80,959-26.2% |
| Participation rate | 51.4% | 62.1%-10.6pp | 69.1%-17.6pp | 67.7%-16.2pp |
| Annual return | 8.90% | 20.59%-11.7pp | 361.54%-352.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $235 | $1,867-87.4% | $2,688-91.3% | $2,757-91.5% |
| Participant deferral / active EE | $1,216 | $3,051-60.2% | $4,257-71.4% | $4,300-71.7% |
| Admin fee / account holder | $11,267 | $5,239+115.0% | $6,421+75.5% | $6,925+62.7% |