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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 | $31,468 | $101,752-69.1% | $164,928-80.9% | $80,911-61.1% |
| Participation rate | 61.0% | 71.8%-10.9pp | 78.6%-17.6pp | 67.6%-6.7pp |
| Annual return | 9.52% | 16.73%-7.2pp | 70.08%-60.6pp | 35.63%-26.1pp |
| Employer contribution / active EE | $655 | $2,953-77.8% | $4,343-84.9% | $2,756-76.2% |
| Participant deferral / active EE | $3,645 | $4,477-18.6% | $6,034-39.6% | $4,297-15.2% |
| Admin fee / account holder | $9,628 | $8,218+17.2% | $12,684-24.1% | $6,935+38.8% |