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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 | $60,600 | $52,279+15.9% | $89,435-32.2% | $79,856-24.1% |
| Participation rate | 37.1% | 57.5%-20.4pp | 68.0%-30.8pp | 69.6%-32.5pp |
| Annual return | 8.54% | 22.16%-13.6pp | 245.55%-237.0pp | 31.71%-23.2pp |
| Employer contribution / active EE | $136 | $1,572-91.4% | $2,587-94.7% | $2,471-94.5% |
| Participant deferral / active EE | $995 | $2,740-63.7% | $3,890-74.4% | $3,741-73.4% |
| Admin fee / account holder | $10,761 | $3,356+220.6% | $4,884+120.3% | $5,306+102.8% |