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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 | $60,306 | $58,275+3.5% | $81,844-26.3% | $80,935-25.5% |
| Participation rate | 7.1% | 63.5%-56.3pp | 72.4%-65.2pp | 67.7%-60.5pp |
| Annual return | 5.55% | 41.82%-36.3pp | 778.87%-773.3pp | 35.66%-30.1pp |
| Employer contribution / active EE | $204 | $2,346-91.3% | $2,916-93.0% | $2,757-92.6% |
| Participant deferral / active EE | $1,349 | $3,285-58.9% | $4,323-68.8% | $4,299-68.6% |
| Admin fee / account holder | $643 | $4,749-86.5% | $7,355-91.3% | $6,924-90.7% |