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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 | $32,052 | $76,551-58.1% | $123,894-74.1% | $62,881-49.0% |
| Participation rate | 64.2% | 73.0%-8.8pp | 81.4%-17.3pp | 69.3%-5.2pp |
| Annual return | 4.53% | 18.68%-14.1pp | 47.52%-43.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $371 | $2,882-87.1% | $4,617-92.0% | $2,281-83.7% |
| Participant deferral / active EE | $3,701 | $4,840-23.5% | $5,984-38.1% | $3,203+15.6% |
| Admin fee / account holder | $2,018 | $4,826-58.2% | $8,357-75.9% | $4,296-53.0% |