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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 | $38,425 | $96,731-60.3% | $123,973-69.0% | $86,983-55.8% |
| Participation rate | 67.6% | 70.0%-2.4pp | 76.7%-9.0pp | 69.5%-1.9pp |
| Annual return | 10.87% | 17.33%-6.5pp | 388.13%-377.3pp | 25.83%-15.0pp |
| Employer contribution / active EE | $354 | $3,297-89.3% | $4,126-91.4% | $2,584-86.3% |
| Participant deferral / active EE | $2,281 | $4,152-45.1% | $5,247-56.5% | $4,194-45.6% |
| Admin fee / account holder | $8,838 | $8,722+1.3% | $11,799-25.1% | $7,856+12.5% |