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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 | $49,800 | $51,638-3.6% | $68,368-27.2% | $82,448-39.6% |
| Participation rate | 65.6% | 63.6%+2.0pp | 73.8%-8.2pp | 68.1%-2.5pp |
| Annual return | 7.82% | 37.53%-29.7pp | 292.57%-284.8pp | 41.64%-33.8pp |
| Employer contribution / active EE | $186 | $2,047-90.9% | $2,649-93.0% | $2,551-92.7% |
| Participant deferral / active EE | $1,373 | $2,914-52.9% | $4,123-66.7% | $4,139-66.8% |
| Admin fee / account holder | $16,983 | $4,643+265.7% | $5,150+229.8% | $7,234+134.8% |