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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 | $56,554 | $53,837+5.0% | $75,714-25.3% | $85,847-34.1% |
| Participation rate | 36.7% | 69.1%-32.4pp | 74.8%-38.2pp | 69.3%-32.7pp |
| Annual return | 11.46% | 24.54%-13.1pp | 104.62%-93.2pp | 318.61%-307.2pp |
| Employer contribution / active EE | $244 | $2,017-87.9% | $2,744-91.1% | $2,565-90.5% |
| Participant deferral / active EE | $1,017 | $2,895-64.9% | $3,820-73.4% | $3,952-74.3% |
| Admin fee / account holder | $2,050 | $3,339-38.6% | $3,619-43.3% | $6,261-67.3% |