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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 | $37,209 | $46,596-20.1% | $64,099-41.9% | $75,181-50.5% |
| Participation rate | 62.5% | 65.9%-3.4pp | 72.3%-9.8pp | 67.2%-4.7pp |
| Annual return | 8.38% | 26.04%-17.7pp | 33.70%-25.3pp | 160.69%-152.3pp |
| Employer contribution / active EE | $357 | $1,975-81.9% | $2,748-87.0% | $2,671-86.6% |
| Participant deferral / active EE | $1,297 | $2,837-54.3% | $3,881-66.6% | $4,126-68.6% |
| Admin fee / account holder | $8,693 | $2,954+194.3% | $3,070+183.1% | $5,650+53.9% |