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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 | $56,824 | $58,311-2.5% | $81,882-30.6% | $80,959-29.8% |
| Participation rate | 46.3% | 63.5%-17.2pp | 72.4%-26.1pp | 67.7%-21.4pp |
| Annual return | 10.29% | 41.85%-31.6pp | 779.47%-769.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $278 | $2,347-88.2% | $2,916-90.5% | $2,757-89.9% |
| Participant deferral / active EE | $2,088 | $3,287-36.5% | $4,323-51.7% | $4,300-51.4% |
| Admin fee / account holder | $4,839 | $4,752+1.8% | $7,360-34.3% | $6,925-30.1% |