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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 | $57,777 | $35,183+64.2% | $73,550-21.4% | $70,126-17.6% |
| Participation rate | 43.3% | 42.9%+0.4pp | 54.9%-11.6pp | 69.5%-26.3pp |
| Annual return | 9.35% | 26.90%-17.5pp | -15.16%+24.5pp | 73.15%-63.8pp |
| Employer contribution / active EE | $69 | $709-90.3% | $1,219-94.4% | $2,343-97.1% |
| Participant deferral / active EE | $1,571 | $1,220+28.8% | $1,804-12.9% | $3,332-52.8% |
| Admin fee / account holder | $3,974 | $2,302+72.6% | $2,320+71.3% | $4,645-14.5% |