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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 | $48,261 | $48,078+0.4% | $78,676-38.7% | $62,881-23.2% |
| Participation rate | 43.0% | 65.2%-22.2pp | 73.6%-30.5pp | 69.3%-26.3pp |
| Annual return | 3.82% | 31.36%-27.5pp | 62.19%-58.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $116 | $2,015-94.3% | $2,850-95.9% | $2,281-94.9% |
| Participant deferral / active EE | $1,154 | $2,587-55.4% | $3,517-67.2% | $3,203-64.0% |
| Admin fee / account holder | $4,741 | $3,206+47.9% | $4,510+5.1% | $4,296+10.4% |