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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 | $36,639 | $81,504-55.0% | $102,437-64.2% | $80,959-54.7% |
| Participation rate | 59.5% | 66.9%-7.4pp | 74.5%-15.0pp | 67.7%-8.2pp |
| Annual return | 7.22% | 25.60%-18.4pp | 24.95%-17.7pp | 35.67%-28.4pp |
| Employer contribution / active EE | $767 | $3,104-75.3% | $3,871-80.2% | $2,757-72.2% |
| Participant deferral / active EE | $2,448 | $3,871-36.8% | $5,060-51.6% | $4,300-43.1% |
| Admin fee / account holder | $29,287 | $6,719+335.9% | $8,388+249.2% | $6,925+322.9% |