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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 | $54,237 | $48,364+12.1% | $71,796-24.5% | $62,881-13.7% |
| Participation rate | 31.0% | 60.6%-29.7pp | 69.1%-38.2pp | 69.3%-38.4pp |
| Annual return | -2.14% | 13.16%-15.3pp | 78.04%-80.2pp | 20.14%-22.3pp |
| Employer contribution / active EE | $180 | $1,042-82.7% | $1,924-90.6% | $2,281-92.1% |
| Participant deferral / active EE | $1,344 | $2,091-35.7% | $2,794-51.9% | $3,203-58.0% |
| Admin fee / account holder | $5,903 | $3,771+56.5% | $4,815+22.6% | $4,296+37.4% |