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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 | $39,385 | $86,949-54.7% | $102,460-61.6% | $80,959-51.4% |
| Participation rate | 63.9% | 72.4%-8.5pp | 76.5%-12.6pp | 67.7%-3.8pp |
| Annual return | 8.10% | 18.89%-10.8pp | 29.47%-21.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $361 | $2,370-84.8% | $3,025-88.1% | $2,757-86.9% |
| Participant deferral / active EE | $2,396 | $4,121-41.9% | $5,056-52.6% | $4,300-44.3% |
| Admin fee / account holder | $7,397 | $8,048-8.1% | $9,460-21.8% | $6,925+6.8% |