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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 | $40,976 | $76,834-46.7% | $108,359-62.2% | $87,485-53.2% |
| Participation rate | 63.4% | 61.7%+1.7pp | 70.1%-6.7pp | 68.9%-5.5pp |
| Annual return | 8.76% | 19.09%-10.3pp | 36.89%-28.1pp | 26.06%-17.3pp |
| Employer contribution / active EE | $135 | $1,556-91.3% | $2,399-94.4% | $2,596-94.8% |
| Participant deferral / active EE | $6,442 | $3,100+107.8% | $4,137+55.7% | $4,274+50.7% |
| Admin fee / account holder | $29,836 | $6,537+356.4% | $9,741+206.3% | $7,775+283.8% |