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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 | $35,837 | $45,312-20.9% | $86,233-58.4% | $67,986-47.3% |
| Participation rate | 54.7% | 42.4%+12.3pp | 69.0%-14.3pp | 57.2%-2.5pp |
| Annual return | 10.73% | 24.79%-14.1pp | 61.39%-50.7pp | 31.67%-20.9pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $772 | $2,185-64.7% | $4,559-83.1% | $3,358-77.0% |
| Admin fee / account holder | $2,693 | $3,295-18.3% | $8,342-67.7% | $3,203-15.9% |