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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 | $57,725 | $55,457+4.1% | $77,361-25.4% | $94,015-38.6% |
| Participation rate | 46.7% | 69.8%-23.2pp | 75.0%-28.3pp | 70.8%-24.2pp |
| Annual return | 8.20% | 15.57%-7.4pp | 1011.54%-1003.3pp | 17.84%-9.6pp |
| Employer contribution / active EE | $509 | $2,255-77.4% | $2,990-83.0% | $2,790-81.7% |
| Participant deferral / active EE | $2,111 | $3,069-31.2% | $3,911-46.0% | $4,249-50.3% |
| Admin fee / account holder | $4,600 | $4,334+6.2% | $5,894-21.9% | $8,951-48.6% |