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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 | $54,949 | $50,637+8.5% | $86,582-36.5% | $62,293-11.8% |
| Participation rate | 31.1% | 67.9%-36.7pp | 73.5%-42.4pp | 69.5%-38.4pp |
| Annual return | 12.51% | 20.80%-8.3pp | 965.08%-952.6pp | 28.90%-16.4pp |
| Employer contribution / active EE | $211 | $2,075-89.8% | $2,839-92.6% | $2,042-89.7% |
| Participant deferral / active EE | $1,769 | $2,611-32.2% | $3,609-51.0% | $3,169-44.2% |
| Admin fee / account holder | $748 | $413+80.9% | $4,904-84.8% | $479+56.0% |