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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 | $44,510 | $39,132+13.7% | $57,196-22.2% | $62,881-29.2% |
| Participation rate | 47.1% | 70.5%-23.4pp | 75.3%-28.3pp | 69.3%-22.2pp |
| Annual return | 0.98% | 9.24%-8.3pp | 14.59%-13.6pp | 20.14%-19.2pp |
| Employer contribution / active EE | $266 | $1,874-85.8% | $2,683-90.1% | $2,281-88.3% |
| Participant deferral / active EE | $2,414 | $2,374+1.7% | $3,096-22.0% | $3,203-24.6% |
| Admin fee / account holder | $1,354 | $2,594-47.8% | $3,141-56.9% | $4,296-68.5% |