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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 | $32,403 | $88,360-63.3% | $145,433-77.7% | $67,986-52.3% |
| Participation rate | 60.9% | 65.5%-4.6pp | 82.1%-21.2pp | 57.2%+3.7pp |
| Annual return | 10.00% | 63.15%-53.2pp | 66.58%-56.6pp | 31.67%-21.7pp |
| Employer contribution / active EE | $308 | $3,054-89.9% | $4,554-93.2% | $2,019-84.8% |
| Participant deferral / active EE | $1,782 | $5,932-70.0% | $7,897-77.4% | $3,358-46.9% |
| Admin fee / account holder | $4,050 | $3,313+22.2% | $13,129-69.2% | $3,203+26.4% |