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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 | $51,201 | $50,554+1.3% | $67,681-24.3% | $87,485-41.5% |
| Participation rate | 52.5% | 67.7%-15.2pp | 73.7%-21.2pp | 68.9%-16.4pp |
| Annual return | 8.10% | 17.81%-9.7pp | 590.58%-582.5pp | 26.06%-18.0pp |
| Employer contribution / active EE | $273 | $1,988-86.3% | $2,678-89.8% | $2,596-89.5% |
| Participant deferral / active EE | $2,306 | $2,961-22.1% | $3,976-42.0% | $4,274-46.0% |
| Admin fee / account holder | $27,643 | $4,132+568.9% | $6,100+353.2% | $7,775+255.5% |