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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 | $40,593 | $83,369-51.3% | $105,223-61.4% | $67,986-40.3% |
| Participation rate | 36.8% | 56.3%-19.5pp | 75.0%-38.3pp | 57.2%-20.5pp |
| Annual return | 12.91% | 24.64%-11.7pp | 180.65%-167.7pp | 31.67%-18.8pp |
| Employer contribution / active EE | $383 | $2,541-84.9% | $3,689-89.6% | $2,019-81.0% |
| Participant deferral / active EE | $1,743 | $3,295-47.1% | $5,072-65.6% | $3,358-48.1% |
| Admin fee / account holder | $1,740 | $4,073-57.3% | $8,859-80.4% | $3,203-45.7% |