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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 | $55,611 | $51,638+7.7% | $68,368-18.7% | $82,448-32.5% |
| Participation rate | 44.0% | 63.6%-19.6pp | 73.8%-29.8pp | 68.1%-24.1pp |
| Annual return | 11.08% | 37.53%-26.5pp | 292.57%-281.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $191 | $2,047-90.7% | $2,649-92.8% | $2,551-92.5% |
| Participant deferral / active EE | $1,166 | $2,914-60.0% | $4,123-71.7% | $4,139-71.8% |
| Admin fee / account holder | $12,743 | $4,643+174.4% | $5,150+147.4% | $7,234+76.1% |