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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 | $50,756 | $49,025+3.5% | $87,502-42.0% | $62,881-19.3% |
| Participation rate | 46.7% | 64.9%-18.2pp | 73.8%-27.2pp | 69.3%-22.6pp |
| Annual return | -2.58% | 10.02%-12.6pp | 12.21%-14.8pp | 20.14%-22.7pp |
| Employer contribution / active EE | $183 | $1,372-86.6% | $2,550-92.8% | $2,281-92.0% |
| Participant deferral / active EE | $1,144 | $2,289-50.0% | $3,149-63.7% | $3,203-64.3% |
| Admin fee / account holder | $1,711 | $4,065-57.9% | $4,221-59.5% | $4,296-60.2% |