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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 | $42,855 | $86,919-50.7% | $102,457-58.2% | $80,911-47.0% |
| Participation rate | 33.3% | 72.4%-39.0pp | 76.5%-43.2pp | 67.6%-34.3pp |
| Annual return | 7.88% | 18.90%-11.0pp | 29.41%-21.5pp | 35.63%-27.8pp |
| Employer contribution / active EE | $237 | $2,368-90.0% | $3,022-92.2% | $2,756-91.4% |
| Participant deferral / active EE | $1,999 | $4,119-51.5% | $5,054-60.4% | $4,297-53.5% |
| Admin fee / account holder | $1,430 | $8,049-82.2% | $9,451-84.9% | $6,935-79.4% |