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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 | $64,609 | $56,054+15.3% | $171,082-62.2% | $62,881+2.7% |
| Participation rate | 44.2% | 62.9%-18.7pp | 76.7%-32.5pp | 69.3%-25.1pp |
| Annual return | 3.01% | 22.52%-19.5pp | 32.56%-29.6pp | 20.14%-17.1pp |
| Employer contribution / active EE | $248 | $1,731-85.6% | $4,002-93.8% | $2,281-89.1% |
| Participant deferral / active EE | $1,544 | $3,158-51.1% | $4,797-67.8% | $3,203-51.8% |
| Admin fee / account holder | $2,979 | $3,647-18.3% | $8,520-65.0% | $4,296-30.7% |