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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 | $35,399 | $101,752-65.2% | $164,928-78.5% | $80,911-56.2% |
| Participation rate | 64.3% | 71.8%-7.6pp | 78.6%-14.3pp | 67.6%-3.4pp |
| Annual return | 8.43% | 16.73%-8.3pp | 70.08%-61.6pp | 35.63%-27.2pp |
| Employer contribution / active EE | $199 | $2,953-93.3% | $4,343-95.4% | $2,756-92.8% |
| Participant deferral / active EE | $3,377 | $4,477-24.6% | $6,034-44.0% | $4,297-21.4% |
| Admin fee / account holder | $10,538 | $8,218+28.2% | $12,684-16.9% | $6,935+52.0% |