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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 | $37,624 | $86,949-56.7% | $102,460-63.3% | $80,959-53.5% |
| Participation rate | 66.1% | 72.4%-6.3pp | 76.5%-10.4pp | 67.7%-1.6pp |
| Annual return | 9.51% | 18.89%-9.4pp | 29.47%-20.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $612 | $2,370-74.2% | $3,025-79.8% | $2,757-77.8% |
| Participant deferral / active EE | $2,234 | $4,121-45.8% | $5,056-55.8% | $4,300-48.0% |
| Admin fee / account holder | $15,702 | $8,048+95.1% | $9,460+66.0% | $6,925+126.7% |