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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 | $47,852 | $55,684-14.1% | $75,900-37.0% | $72,976-34.4% |
| Participation rate | 55.2% | 61.1%-6.0pp | 69.3%-14.1pp | 69.5%-14.3pp |
| Annual return | 11.42% | 27.60%-16.2pp | 30.73%-19.3pp | 81.02%-69.6pp |
| Employer contribution / active EE | $224 | $1,687-86.7% | $2,501-91.0% | $2,440-90.8% |
| Participant deferral / active EE | $3,793 | $2,634+44.0% | $3,604+5.3% | $3,608+5.1% |
| Admin fee / account holder | $757 | $3,981-81.0% | $5,421-86.0% | $5,124-85.2% |