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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 | $33,350 | $80,985-58.8% | $96,576-65.5% | $75,181-55.6% |
| Participation rate | 68.6% | 71.8%-3.2pp | 76.0%-7.4pp | 67.2%+1.4pp |
| Annual return | 9.77% | 27.05%-17.3pp | 25.87%-16.1pp | 160.69%-150.9pp |
| Employer contribution / active EE | $178 | $2,282-92.2% | $2,965-94.0% | $2,671-93.3% |
| Participant deferral / active EE | $1,780 | $3,929-54.7% | $4,851-63.3% | $4,126-56.8% |
| Admin fee / account holder | $7,038 | $6,719+4.7% | $8,253-14.7% | $5,650+24.6% |