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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 | $65,872 | $56,894+15.8% | $84,753-22.3% | $62,881+4.8% |
| Participation rate | 51.8% | 68.5%-16.8pp | 76.6%-24.8pp | 69.3%-17.5pp |
| Annual return | 3.11% | 6.30%-3.2pp | 22.78%-19.7pp | 20.14%-17.0pp |
| Employer contribution / active EE | $245 | $2,400-89.8% | $3,574-93.1% | $2,281-89.3% |
| Participant deferral / active EE | $1,967 | $2,709-27.4% | $3,712-47.0% | $3,203-38.6% |
| Admin fee / account holder | $1,009 | $3,581-71.8% | $5,333-81.1% | $4,296-76.5% |