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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 | $37,256 | $106,524-65.0% | $152,301-75.5% | $87,485-57.4% |
| Participation rate | 54.9% | 75.8%-20.8pp | 82.4%-27.5pp | 68.9%-14.0pp |
| Annual return | 11.68% | 26.89%-15.2pp | 80.50%-68.8pp | 26.06%-14.4pp |
| Employer contribution / active EE | $211 | $3,371-93.7% | $4,624-95.4% | $2,596-91.9% |
| Participant deferral / active EE | $5,412 | $6,525-17.0% | $8,004-32.4% | $4,274+26.7% |
| Admin fee / account holder | $13,091 | $8,287+58.0% | $14,398-9.1% | $7,775+68.4% |