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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 | $30,573 | $81,446-62.5% | $103,374-70.4% | $80,874-62.2% |
| Participation rate | 69.3% | 66.9%+2.5pp | 74.5%-5.2pp | 67.6%+1.7pp |
| Annual return | 8.20% | 25.57%-17.4pp | 24.89%-16.7pp | 35.62%-27.4pp |
| Employer contribution / active EE | $568 | $3,107-81.7% | $3,869-85.3% | $2,756-79.4% |
| Participant deferral / active EE | $1,641 | $3,870-57.6% | $5,058-67.6% | $4,297-61.8% |
| Admin fee / account holder | $396 | $6,715-94.1% | $8,394-95.3% | $6,935-94.3% |