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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 | $80,163 | $52,884+51.6% | $84,753-5.4% | $55,167+45.3% |
| Participation rate | 17.9% | 67.5%-49.6pp | 76.6%-58.7pp | 69.0%-51.1pp |
| Annual return | 2.87% | 18.03%-15.2pp | 22.78%-19.9pp | 169.23%-166.4pp |
| Employer contribution / active EE | $414 | $2,233-81.5% | $3,574-88.4% | $1,963-78.9% |
| Participant deferral / active EE | $1,297 | $2,644-50.9% | $3,712-65.0% | $3,054-57.5% |
| Admin fee / account holder | $480 | $581-17.3% | $5,333-91.0% | $504-4.7% |