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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 | $36,755 | $63,845-42.4% | $81,370-54.8% | $80,959-54.6% |
| Participation rate | 52.1% | 63.9%-11.8pp | 69.5%-17.5pp | 67.7%-15.6pp |
| Annual return | 6.99% | 16.37%-9.4pp | 24.85%-17.9pp | 35.67%-28.7pp |
| Employer contribution / active EE | $347 | $1,980-82.5% | $2,464-85.9% | $2,757-87.4% |
| Participant deferral / active EE | $1,394 | $3,093-54.9% | $3,885-64.1% | $4,300-67.6% |
| Admin fee / account holder | $354 | $5,688-93.8% | $5,749-93.8% | $6,925-94.9% |