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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 | $58,619 | $49,025+19.6% | $87,502-33.0% | $62,881-6.8% |
| Participation rate | 50.0% | 64.9%-14.9pp | 73.8%-23.8pp | 69.3%-19.3pp |
| Annual return | 3.31% | 10.02%-6.7pp | 12.21%-8.9pp | 20.14%-16.8pp |
| Employer contribution / active EE | $231 | $1,372-83.2% | $2,550-90.9% | $2,281-89.9% |
| Participant deferral / active EE | $2,494 | $2,289+8.9% | $3,149-20.8% | $3,203-22.1% |
| Admin fee / account holder | $17,419 | $4,065+328.5% | $4,221+312.7% | $4,296+305.5% |