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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 | $52,054 | $45,050+15.5% | $63,018-17.4% | $70,126-25.8% |
| Participation rate | 26.9% | 69.5%-42.6pp | 74.8%-47.9pp | 69.5%-42.6pp |
| Annual return | 8.56% | 18.76%-10.2pp | 87.62%-79.1pp | 73.15%-64.6pp |
| Employer contribution / active EE | $88 | $2,052-95.7% | $2,761-96.8% | $2,343-96.2% |
| Participant deferral / active EE | $2,580 | $2,466+4.7% | $3,330-22.5% | $3,332-22.6% |
| Admin fee / account holder | $1,517 | $2,834-46.5% | $3,601-57.9% | $4,645-67.3% |