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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 | $36,439 | $51,708-29.5% | $106,619-65.8% | $62,881-42.1% |
| Participation rate | 67.7% | 66.9%+0.9pp | 78.0%-10.3pp | 69.3%-1.6pp |
| Annual return | 3.39% | 4.69%-1.3pp | 9.42%-6.0pp | 20.14%-16.8pp |
| Employer contribution / active EE | $371 | $1,764-79.0% | $3,947-90.6% | $2,281-83.7% |
| Participant deferral / active EE | $1,999 | $2,315-13.7% | $3,930-49.1% | $3,203-37.6% |
| Admin fee / account holder | $12,042 | $3,349+259.6% | $6,418+87.6% | $4,296+180.3% |