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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 | $41,076 | $69,444-40.9% | $92,985-55.8% | $87,485-53.0% |
| Participation rate | 59.3% | 63.3%-4.0pp | 69.5%-10.2pp | 68.9%-9.7pp |
| Annual return | 11.35% | 23.85%-12.5pp | 27.99%-16.6pp | 26.06%-14.7pp |
| Employer contribution / active EE | $368 | $1,917-80.8% | $2,662-86.2% | $2,596-85.8% |
| Participant deferral / active EE | $3,662 | $3,364+8.9% | $4,377-16.3% | $4,274-14.3% |
| Admin fee / account holder | $1,341 | $6,137-78.2% | $9,463-85.8% | $7,775-82.8% |