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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 | $37,123 | $59,440-37.5% | $78,004-52.4% | $82,637-55.1% |
| Participation rate | 25.4% | 62.8%-37.4pp | 69.4%-44.1pp | 68.1%-42.7pp |
| Annual return | 12.47% | 40.24%-27.8pp | 31.07%-18.6pp | 53.51%-41.0pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,313 | $3,138-58.2% | $4,092-67.9% | $4,126-68.2% |
| Admin fee / account holder | $8,627 | $5,504+56.7% | $7,578+13.9% | $7,339+17.6% |