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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 | $67,106 | $102,385-34.5% | $147,080-54.4% | $80,935-17.1% |
| Participation rate | 65.6% | 75.9%-10.2pp | 82.2%-16.6pp | 67.7%-2.0pp |
| Annual return | 10.03% | 135.09%-125.1pp | 420.17%-410.1pp | 35.66%-25.6pp |
| Employer contribution / active EE | $556 | $3,717-85.0% | $4,933-88.7% | $2,757-79.8% |
| Participant deferral / active EE | $5,097 | $6,651-23.4% | $8,066-36.8% | $4,299+18.5% |
| Admin fee / account holder | $14,617 | $7,951+83.8% | $12,989+12.5% | $6,924+111.1% |