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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 | $54,995 | $54,558+0.8% | $76,051-27.7% | $74,400-26.1% |
| Participation rate | 43.5% | 60.3%-16.8pp | 69.1%-25.6pp | 67.2%-23.7pp |
| Annual return | 9.43% | 31.83%-22.4pp | 360.42%-351.0pp | 1367.51%-1358.1pp |
| Employer contribution / active EE | $286 | $1,778-83.9% | $2,690-89.4% | $2,624-89.1% |
| Participant deferral / active EE | $2,249 | $3,065-26.6% | $4,257-47.2% | $4,348-48.3% |
| Admin fee / account holder | $10,638 | $2,232+376.6% | $6,416+65.8% | $1,944+447.3% |