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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 | $55,889+6.9% | $76,119-21.5% | $80,935-26.1% |
| Participation rate | 51.4% | 62.1%-10.6pp | 69.1%-17.6pp | 67.7%-16.2pp |
| Annual return | 8.90% | 20.58%-11.7pp | 361.25%-352.3pp | 35.66%-26.8pp |
| Employer contribution / active EE | $235 | $1,866-87.4% | $2,693-91.3% | $2,757-91.5% |
| Participant deferral / active EE | $1,216 | $3,051-60.2% | $4,259-71.5% | $4,299-71.7% |
| Admin fee / account holder | $11,267 | $5,241+115.0% | $6,421+75.5% | $6,924+62.7% |