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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 | $54,087 | $49,025+10.3% | $87,502-38.2% | $62,881-14.0% |
| Participation rate | 64.0% | 64.9%-0.9pp | 73.8%-9.8pp | 69.3%-5.3pp |
| Annual return | 1.10% | 10.02%-8.9pp | 12.21%-11.1pp | 20.14%-19.0pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,304 | $2,289+44.3% | $3,149+4.9% | $3,203+3.1% |
| Admin fee / account holder | $7,740 | $4,065+90.4% | $4,221+83.4% | $4,296+80.2% |