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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 | $53,742 | $54,717-1.8% | $86,216-37.7% | $71,511-24.8% |
| Participation rate | 32.8% | 60.1%-27.3pp | 69.0%-36.2pp | 67.9%-35.1pp |
| Annual return | 12.97% | 20.07%-7.1pp | 1169.42%-1156.4pp | 28.86%-15.9pp |
| Employer contribution / active EE | $95 | $1,267-92.5% | $2,382-96.0% | $2,589-96.3% |
| Participant deferral / active EE | $2,484 | $3,110-20.1% | $3,986-37.7% | $4,291-42.1% |
| Admin fee / account holder | $7,930 | $1,922+312.5% | $6,853+15.7% | $1,588+399.2% |