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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 | $35,577 | $98,776-64.0% | $149,745-76.2% | $79,856-55.4% |
| Participation rate | 35.6% | 75.8%-40.2pp | 82.5%-46.9pp | 69.6%-34.0pp |
| Annual return | 10.39% | 27.38%-17.0pp | 276.72%-266.3pp | 31.71%-21.3pp |
| Employer contribution / active EE | $597 | $3,217-81.4% | $4,646-87.2% | $2,471-75.8% |
| Participant deferral / active EE | $3,207 | $5,681-43.6% | $6,843-53.1% | $3,741-14.3% |
| Admin fee / account holder | $3,940 | $6,053-34.9% | $9,312-57.7% | $5,306-25.7% |