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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 | $58,040 | $32,037+81.2% | $69,182-16.1% | $62,881-7.7% |
| Participation rate | 13.3% | 43.4%-30.1pp | 55.1%-41.8pp | 69.3%-56.0pp |
| Annual return | 4.52% | 15.16%-10.6pp | -21.93%+26.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $65 | $679-90.5% | $1,206-94.6% | $2,281-97.2% |
| Participant deferral / active EE | $662 | $1,185-44.2% | $1,897-65.1% | $3,203-79.3% |
| Admin fee / account holder | $656 | $2,608-74.9% | $2,697-75.7% | $4,296-84.7% |