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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 | $54,330 | $64,705-16.0% | $62,929-13.7% | $67,986-20.1% |
| Participation rate | 30.8% | 65.6%-34.8pp | 73.1%-42.3pp | 57.2%-26.4pp |
| Annual return | 7.27% | 20.31%-13.0pp | 1063.93%-1056.7pp | 31.67%-24.4pp |
| Employer contribution / active EE | $191 | $2,376-91.9% | $2,505-92.4% | $2,019-90.5% |
| Participant deferral / active EE | $1,160 | $3,198-63.7% | $3,888-70.2% | $3,358-65.4% |
| Admin fee / account holder | $2,283 | $1,428+59.8% | $5,065-54.9% | $3,203-28.7% |