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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 | $45,075 | $62,409-27.8% | $120,574-62.6% | $74,459-39.5% |
| Participation rate | 61.7% | 56.8%+4.9pp | 71.9%-10.3pp | 67.2%-5.6pp |
| Annual return | 10.62% | 18.62%-8.0pp | 107.42%-96.8pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $242 | $1,847-86.9% | $3,471-93.0% | $2,626-90.8% |
| Participant deferral / active EE | $3,587 | $2,888+24.2% | $4,996-28.2% | $4,350-17.5% |
| Admin fee / account holder | $7,412 | $2,394+209.7% | $9,445-21.5% | $1,945+281.1% |