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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 | $35,075 | $86,341-59.4% | $125,192-72.0% | $65,185-46.2% |
| Participation rate | 59.8% | 75.3%-15.5pp | 79.8%-20.0pp | 70.2%-10.4pp |
| Annual return | 16.42% | 27.44%-11.0pp | 43.79%-27.4pp | 29.38%-13.0pp |
| Employer contribution / active EE | $460 | $2,040-77.4% | $3,866-88.1% | $2,177-78.9% |
| Participant deferral / active EE | $1,872 | $3,538-47.1% | $4,937-62.1% | $3,514-46.7% |
| Admin fee / account holder | $3,154 | $609+417.6% | $9,704-67.5% | $847+272.3% |