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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 | $46,529 | $86,949-46.5% | $102,460-54.6% | $80,959-42.5% |
| Participation rate | 34.4% | 72.4%-38.0pp | 76.5%-42.1pp | 67.7%-33.3pp |
| Annual return | 8.49% | 18.89%-10.4pp | 29.47%-21.0pp | 35.67%-27.2pp |
| Employer contribution / active EE | $332 | $2,370-86.0% | $3,025-89.0% | $2,757-87.9% |
| Participant deferral / active EE | $2,063 | $4,121-49.9% | $5,056-59.2% | $4,300-52.0% |
| Admin fee / account holder | $13,879 | $8,048+72.5% | $9,460+46.7% | $6,925+100.4% |