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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 | $37,534 | $52,580-28.6% | $71,671-47.6% | $70,126-46.5% |
| Participation rate | 67.6% | 60.9%+6.7pp | 68.7%-1.2pp | 69.5%-2.0pp |
| Annual return | 10.95% | 20.25%-9.3pp | 20.65%-9.7pp | 73.15%-62.2pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,035 | $2,386+27.2% | $3,438-11.7% | $3,332-8.9% |
| Admin fee / account holder | $3,800 | $3,653+4.0% | $5,558-31.6% | $4,645-18.2% |