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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 | $76,043 | $83,045-8.4% | $130,045-41.5% | $71,511+6.3% |
| Participation rate | 36.6% | 74.1%-37.6pp | 78.5%-41.9pp | 67.9%-31.4pp |
| Annual return | 4.78% | 20.61%-15.8pp | -137.30%+142.1pp | 28.86%-24.1pp |
| Employer contribution / active EE | $447 | $2,623-83.0% | $4,321-89.7% | $2,589-82.7% |
| Participant deferral / active EE | $2,812 | $4,436-36.6% | $5,820-51.7% | $4,291-34.5% |
| Admin fee / account holder | $7,375 | $1,727+327.0% | $10,600-30.4% | $1,588+364.3% |