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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 | $35,343 | $52,580-32.8% | $71,671-50.7% | $70,126-49.6% |
| Participation rate | 68.4% | 60.9%+7.5pp | 68.7%-0.3pp | 69.5%-1.1pp |
| Annual return | 10.18% | 20.25%-10.1pp | 20.65%-10.5pp | 73.15%-63.0pp |
| Employer contribution / active EE | $213 | $1,616-86.8% | $2,460-91.3% | $2,343-90.9% |
| Participant deferral / active EE | $2,130 | $2,386-10.7% | $3,438-38.1% | $3,332-36.1% |
| Admin fee / account holder | $3,959 | $3,653+8.4% | $5,558-28.8% | $4,645-14.8% |