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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 | $30,751 | $22,602+36.1% | $65,328-52.9% | $75,181-59.1% |
| Participation rate | 51.9% | 63.1%-11.2pp | 64.9%-13.1pp | 67.2%-15.3pp |
| Annual return | 11.27% | 71.13%-59.9pp | 47.39%-36.1pp | 160.69%-149.4pp |
| Employer contribution / active EE | $166 | $941-82.3% | $1,692-90.2% | $2,671-93.8% |
| Participant deferral / active EE | $1,239 | $1,695-26.9% | $2,832-56.2% | $4,126-70.0% |
| Admin fee / account holder | $2,285 | $1,877+21.7% | $4,116-44.5% | $5,650-59.5% |