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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 | $56,528 | $53,128+6.4% | $86,582-34.7% | $70,126-19.4% |
| Participation rate | 53.2% | 65.3%-12.1pp | 73.5%-20.3pp | 69.5%-16.3pp |
| Annual return | 11.38% | 27.66%-16.3pp | 965.08%-953.7pp | 73.15%-61.8pp |
| Employer contribution / active EE | $205 | $2,068-90.1% | $2,839-92.8% | $2,343-91.3% |
| Participant deferral / active EE | $2,880 | $2,695+6.9% | $3,609-20.2% | $3,332-13.6% |
| Admin fee / account holder | $944 | $3,584-73.7% | $4,904-80.8% | $4,645-79.7% |