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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 | $51,810 | $45,082+14.9% | $69,464-25.4% | $72,975-29.0% |
| Participation rate | 51.7% | 68.5%-16.8pp | 74.6%-22.9pp | 69.5%-17.8pp |
| Annual return | 5.28% | 22.66%-17.4pp | 28.98%-23.7pp | 81.01%-75.7pp |
| Employer contribution / active EE | $337 | $2,055-83.6% | $2,779-87.9% | $2,440-86.2% |
| Participant deferral / active EE | $1,566 | $2,604-39.8% | $3,536-55.7% | $3,608-56.6% |
| Admin fee / account holder | $2,938 | $3,057-3.9% | $3,840-23.5% | $5,124-42.7% |