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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 | $41,254 | $57,828-28.7% | $117,039-64.8% | $70,126-41.2% |
| Participation rate | 58.5% | 67.1%-8.6pp | 77.2%-18.6pp | 69.5%-11.0pp |
| Annual return | 10.82% | 17.55%-6.7pp | 18.95%-8.1pp | 73.15%-62.3pp |
| Employer contribution / active EE | $146 | $1,816-91.9% | $3,785-96.1% | $2,343-93.8% |
| Participant deferral / active EE | $1,371 | $2,438-43.8% | $3,929-65.1% | $3,332-58.9% |
| Admin fee / account holder | $3,436 | $3,548-3.2% | $5,974-42.5% | $4,645-26.0% |