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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 | $54,391 | $48,314+12.6% | $67,561-19.5% | $80,925-32.8% |
| Participation rate | 29.1% | 66.4%-37.3pp | 72.9%-43.8pp | 67.7%-38.6pp |
| Annual return | 6.93% | 18.28%-11.3pp | 3525.44%-3518.5pp | 35.65%-28.7pp |
| Employer contribution / active EE | $242 | $2,022-88.0% | $2,735-91.1% | $2,756-91.2% |
| Participant deferral / active EE | $1,747 | $2,927-40.3% | $4,003-56.4% | $4,299-59.4% |
| Admin fee / account holder | $1,653 | $3,690-55.2% | $4,006-58.7% | $6,940-76.2% |