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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 | $38,677 | $71,215-45.7% | $93,696-58.7% | $80,935-52.2% |
| Participation rate | 60.6% | 60.4%+0.2pp | 68.7%-8.1pp | 67.7%-7.1pp |
| Annual return | 9.95% | 11.27%-1.3pp | 133.74%-123.8pp | 35.66%-25.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,627 | $4,037-59.7% | $4,417-63.2% | $4,299-62.2% |
| Admin fee / account holder | $384 | $6,958-94.5% | $8,287-95.4% | $6,924-94.5% |