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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 | $37,660 | $95,453-60.5% | $112,040-66.4% | $82,448-54.3% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.5%-12.2pp | 68.1%-3.8pp |
| Annual return | 8.14% | 23.92%-15.8pp | 24.52%-16.4pp | 41.64%-33.5pp |
| Employer contribution / active EE | $495 | $2,318-78.6% | $2,954-83.2% | $2,551-80.6% |
| Participant deferral / active EE | $2,514 | $4,224-40.5% | $5,098-50.7% | $4,139-39.3% |
| Admin fee / account holder | $1,401 | $9,013-84.5% | $12,098-88.4% | $7,234-80.6% |