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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 | $73,787-44.5% | $98,716-58.5% | $82,448-50.3% |
| Participation rate | 63.4% | 61.4%+2.0pp | 69.3%-5.9pp | 68.1%-4.7pp |
| Annual return | 8.76% | 18.57%-9.8pp | 31.81%-23.0pp | 41.64%-32.9pp |
| Employer contribution / active EE | $135 | $1,511-91.0% | $2,279-94.1% | $2,551-94.7% |
| Participant deferral / active EE | $6,442 | $3,081+109.0% | $4,048+59.1% | $4,139+55.6% |
| Admin fee / account holder | $29,836 | $6,500+359.0% | $8,703+242.8% | $7,234+312.4% |