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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 | $54,932 | $49,177+11.7% | $79,476-30.9% | $64,181-14.4% |
| Participation rate | 51.6% | 65.0%-13.5pp | 73.3%-21.8pp | 69.6%-18.0pp |
| Annual return | -9.15% | -1.16%-8.0pp | 718.21%-727.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $220 | $2,076-89.4% | $2,800-92.1% | $2,381-90.7% |
| Participant deferral / active EE | $3,034 | $2,821+7.5% | $3,704-18.1% | $3,470-12.6% |
| Admin fee / account holder | $2,550 | $3,839-33.6% | $5,113-50.1% | $4,887-47.8% |