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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 | $56,504 | $46,596+21.3% | $64,099-11.8% | $75,181-24.8% |
| Participation rate | 57.8% | 65.9%-8.2pp | 72.3%-14.5pp | 67.2%-9.4pp |
| Annual return | 11.59% | 26.04%-14.5pp | 33.70%-22.1pp | 160.69%-149.1pp |
| Employer contribution / active EE | $272 | $1,975-86.2% | $2,748-90.1% | $2,671-89.8% |
| Participant deferral / active EE | $3,957 | $2,837+39.5% | $3,881+2.0% | $4,126-4.1% |
| Admin fee / account holder | $904 | $2,954-69.4% | $3,070-70.5% | $5,650-84.0% |