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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 | $54,791 | $52,682+4.0% | $78,004-29.8% | $64,097-14.5% |
| Participation rate | 21.1% | 47.7%-26.6pp | 69.4%-48.3pp | 55.2%-34.1pp |
| Annual return | 12.80% | 22.45%-9.6pp | 31.07%-18.3pp | 34.64%-21.8pp |
| Employer contribution / active EE | $112 | $1,323-91.5% | $2,469-95.5% | $1,891-94.1% |
| Participant deferral / active EE | $804 | $2,346-65.7% | $4,092-80.4% | $3,080-73.9% |
| Admin fee / account holder | $23,251 | $5,420+329.0% | $7,578+206.8% | $3,454+573.1% |