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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 | $41,668 | $56,054-25.7% | $171,082-75.6% | $62,881-33.7% |
| Participation rate | 68.3% | 62.9%+5.4pp | 76.7%-8.4pp | 69.3%-1.1pp |
| Annual return | 3.16% | 22.52%-19.4pp | 32.56%-29.4pp | 20.14%-17.0pp |
| Employer contribution / active EE | $48 | $1,731-97.2% | $4,002-98.8% | $2,281-97.9% |
| Participant deferral / active EE | $1,612 | $3,158-48.9% | $4,797-66.4% | $3,203-49.7% |
| Admin fee / account holder | $2,723 | $3,647-25.3% | $8,520-68.0% | $4,296-36.6% |