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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 | $46,457 | $50,554-8.1% | $67,681-31.4% | $87,485-46.9% |
| Participation rate | 68.6% | 67.7%+0.9pp | 73.7%-5.2pp | 68.9%-0.4pp |
| Annual return | 9.89% | 17.81%-7.9pp | 590.58%-580.7pp | 26.06%-16.2pp |
| Employer contribution / active EE | $391 | $1,988-80.4% | $2,678-85.4% | $2,596-85.0% |
| Participant deferral / active EE | $4,764 | $2,961+60.9% | $3,976+19.8% | $4,274+11.5% |
| Admin fee / account holder | $19,746 | $4,132+377.8% | $6,100+223.7% | $7,775+154.0% |