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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 | $38,913 | $91,439-57.4% | $135,974-71.4% | $71,511-45.6% |
| Participation rate | 69.0% | 75.7%-6.7pp | 81.9%-12.9pp | 67.9%+1.1pp |
| Annual return | 14.97% | 29.90%-14.9pp | 68.30%-53.3pp | 28.86%-13.9pp |
| Employer contribution / active EE | $611 | $3,705-83.5% | $4,859-87.4% | $2,589-76.4% |
| Participant deferral / active EE | $3,176 | $7,093-55.2% | $7,760-59.1% | $4,291-26.0% |
| Admin fee / account holder | $4,365 | $1,267+244.6% | $10,767-59.5% | $1,588+174.8% |