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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 | $30,346 | $54,763-44.6% | $90,324-66.4% | $72,976-58.4% |
| Participation rate | 69.7% | 65.2%+4.5pp | 73.3%-3.6pp | 69.5%+0.2pp |
| Annual return | 13.63% | 30.63%-17.0pp | 78.15%-64.5pp | 81.02%-67.4pp |
| Employer contribution / active EE | $205 | $2,093-90.2% | $2,856-92.8% | $2,440-91.6% |
| Participant deferral / active EE | $1,303 | $2,887-54.9% | $3,885-66.5% | $3,608-63.9% |
| Admin fee / account holder | $2,072 | $3,973-47.9% | $5,356-61.3% | $5,124-59.6% |