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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 | $51,726 | $51,638+0.2% | $68,368-24.3% | $82,448-37.3% |
| Participation rate | 22.5% | 63.6%-41.1pp | 73.8%-51.3pp | 68.1%-45.6pp |
| Annual return | 12.15% | 37.53%-25.4pp | 292.57%-280.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $84 | $2,047-95.9% | $2,649-96.8% | $2,551-96.7% |
| Participant deferral / active EE | $673 | $2,914-76.9% | $4,123-83.7% | $4,139-83.7% |
| Admin fee / account holder | $804 | $4,643-82.7% | $5,150-84.4% | $7,234-88.9% |