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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 | $42,768 | $81,504-47.5% | $102,437-58.2% | $80,959-47.2% |
| Participation rate | 67.9% | 66.9%+1.0pp | 74.5%-6.7pp | 67.7%+0.2pp |
| Annual return | 9.31% | 25.60%-16.3pp | 24.95%-15.6pp | 35.67%-26.4pp |
| Employer contribution / active EE | $272 | $3,104-91.2% | $3,871-93.0% | $2,757-90.1% |
| Participant deferral / active EE | $2,470 | $3,871-36.2% | $5,060-51.2% | $4,300-42.6% |
| Admin fee / account holder | $667 | $6,719-90.1% | $8,388-92.1% | $6,925-90.4% |