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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 | $97,550-61.4% | $120,344-68.7% | $87,485-57.0% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.7%-12.4pp | 68.9%-4.6pp |
| Annual return | 8.14% | 18.41%-10.3pp | 20.30%-12.2pp | 26.06%-17.9pp |
| Employer contribution / active EE | $495 | $2,291-78.4% | $3,020-83.6% | $2,596-80.9% |
| Participant deferral / active EE | $2,514 | $4,230-40.6% | $5,135-51.0% | $4,274-41.2% |
| Admin fee / account holder | $1,401 | $9,543-85.3% | $12,742-89.0% | $7,775-82.0% |