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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 | $47,605 | $63,314-24.8% | $91,004-47.7% | $62,293-23.6% |
| Participation rate | 61.7% | 73.3%-11.6pp | 75.6%-13.9pp | 69.5%-7.8pp |
| Annual return | 13.21% | 21.00%-7.8pp | 4.60%+8.6pp | 28.90%-15.7pp |
| Employer contribution / active EE | $363 | $1,807-79.9% | $2,456-85.2% | $2,042-82.2% |
| Participant deferral / active EE | $2,713 | $2,944-7.8% | $3,548-23.5% | $3,169-14.4% |
| Admin fee / account holder | $5,479 | $468+1071.7% | $5,417+1.1% | $479+1043.0% |