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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 | $36,960 | $86,949-57.5% | $102,460-63.9% | $80,959-54.3% |
| Participation rate | 65.8% | 72.4%-6.6pp | 76.5%-10.7pp | 67.7%-1.9pp |
| Annual return | 9.12% | 18.89%-9.8pp | 29.47%-20.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $263 | $2,370-88.9% | $3,025-91.3% | $2,757-90.5% |
| Participant deferral / active EE | $2,023 | $4,121-50.9% | $5,056-60.0% | $4,300-53.0% |
| Admin fee / account holder | $3,731 | $8,048-53.6% | $9,460-60.6% | $6,925-46.1% |