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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 | $42,795 | $99,633-57.0% | $183,328-76.7% | $82,448-48.1% |
| Participation rate | 63.2% | 70.8%-7.6pp | 77.3%-14.2pp | 68.1%-4.9pp |
| Annual return | 11.65% | 17.84%-6.2pp | 29.67%-18.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $527 | $3,256-83.8% | $5,055-89.6% | $2,551-79.3% |
| Participant deferral / active EE | $2,769 | $4,938-43.9% | $6,795-59.3% | $4,139-33.1% |
| Admin fee / account holder | $19,302 | $9,934+94.3% | $21,427-9.9% | $7,234+166.8% |