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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 | $54,345 | $83,045-34.6% | $130,026-58.2% | $71,495-24.0% |
| Participation rate | 57.1% | 74.1%-17.0pp | 78.5%-21.4pp | 67.9%-10.8pp |
| Annual return | 8.70% | 20.61%-11.9pp | -137.26%+146.0pp | 28.85%-20.2pp |
| Employer contribution / active EE | $313 | $2,623-88.1% | $4,321-92.8% | $2,589-87.9% |
| Participant deferral / active EE | $2,760 | $4,436-37.8% | $5,821-52.6% | $4,291-35.7% |
| Admin fee / account holder | $6,147 | $1,727+255.9% | $10,608-42.1% | $1,588+287.1% |