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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 | $55,087 | $54,541+1.0% | $78,778-30.1% | $70,124-21.4% |
| Participation rate | 30.4% | 60.8%-30.4pp | 69.2%-38.8pp | 69.5%-39.1pp |
| Annual return | 6.35% | 21.07%-14.7pp | 35.62%-29.3pp | 73.14%-66.8pp |
| Employer contribution / active EE | $114 | $1,089-89.5% | $1,986-94.2% | $2,342-95.1% |
| Participant deferral / active EE | $1,083 | $2,210-51.0% | $2,958-63.4% | $3,332-67.5% |
| Admin fee / account holder | $7,223 | $3,709+94.8% | $5,134+40.7% | $4,645+55.5% |