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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 | $59,124 | $65,027-9.1% | $90,970-35.0% | $79,852-26.0% |
| Participation rate | 20.3% | 61.6%-41.3pp | 69.0%-48.7pp | 69.6%-49.3pp |
| Annual return | 8.56% | 30.45%-21.9pp | 134.58%-126.0pp | 31.72%-23.2pp |
| Employer contribution / active EE | $115 | $1,247-90.8% | $2,122-94.6% | $2,471-95.3% |
| Participant deferral / active EE | $1,212 | $2,512-51.8% | $3,373-64.1% | $3,740-67.6% |
| Admin fee / account holder | $9,183 | $4,535+102.5% | $5,960+54.1% | $5,306+73.1% |