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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 | $39,015 | $86,949-55.1% | $102,460-61.9% | $80,959-51.8% |
| Participation rate | 68.8% | 72.4%-3.6pp | 76.5%-7.7pp | 67.7%+1.1pp |
| Annual return | 8.50% | 18.89%-10.4pp | 29.47%-21.0pp | 35.67%-27.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,353 | $4,121-42.9% | $5,056-53.5% | $4,300-45.3% |
| Admin fee / account holder | $14,469 | $8,048+79.8% | $9,460+52.9% | $6,925+108.9% |