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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 | $54,384 | $53,128+2.4% | $86,581-37.2% | $70,124-22.4% |
| Participation rate | 30.0% | 65.3%-35.3pp | 73.5%-43.5pp | 69.5%-39.5pp |
| Annual return | 10.32% | 27.66%-17.3pp | 965.06%-954.7pp | 73.14%-62.8pp |
| Employer contribution / active EE | $134 | $2,068-93.5% | $2,840-95.3% | $2,342-94.3% |
| Participant deferral / active EE | $1,053 | $2,695-60.9% | $3,609-70.8% | $3,332-68.4% |
| Admin fee / account holder | $959 | $3,584-73.2% | $4,904-80.4% | $4,645-79.4% |