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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 | $59,533 | $58,312+2.1% | $86,656-31.3% | $71,529-16.8% |
| Participation rate | 38.7% | 65.0%-26.4pp | 71.7%-33.1pp | 67.9%-29.3pp |
| Annual return | 12.81% | 24.08%-11.3pp | 593.09%-580.3pp | 28.97%-16.2pp |
| Employer contribution / active EE | $326 | $2,576-87.3% | $3,025-89.2% | $2,590-87.4% |
| Participant deferral / active EE | $2,111 | $3,439-38.6% | $4,439-52.4% | $4,291-50.8% |
| Admin fee / account holder | $11,295 | $1,057+968.6% | $5,619+101.0% | $1,588+611.1% |