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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 | $33,463 | $48,432-30.9% | $121,204-72.4% | $71,511-53.2% |
| Participation rate | 57.5% | 54.3%+3.2pp | 69.5%-12.0pp | 67.9%-10.4pp |
| Annual return | 13.05% | 23.28%-10.2pp | 987.18%-974.1pp | 28.86%-15.8pp |
| Employer contribution / active EE | $296 | $1,493-80.1% | $4,170-92.9% | $2,589-88.6% |
| Participant deferral / active EE | $1,174 | $2,756-57.4% | $4,083-71.3% | $4,291-72.6% |
| Admin fee / account holder | $717 | $1,845-61.1% | $5,651-87.3% | $1,588-54.8% |