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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 | $56,771 | $43,749+29.8% | $158,223-64.1% | $65,306-13.1% |
| Participation rate | 26.4% | 56.9%-30.5pp | 79.2%-52.8pp | 57.7%-31.2pp |
| Annual return | 3.79% | 19.41%-15.6pp | 52.09%-48.3pp | 21.94%-18.2pp |
| Employer contribution / active EE | $248 | $1,497-83.4% | $4,109-94.0% | $1,967-87.4% |
| Participant deferral / active EE | $745 | $2,019-63.1% | $5,467-86.4% | $2,959-74.8% |
| Admin fee / account holder | $2,318 | $1,930+20.1% | $16,047-85.6% | $3,480-33.4% |