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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 | $41,318 | $55,930-26.1% | $76,089-45.7% | $80,925-48.9% |
| Participation rate | 35.6% | 62.1%-26.5pp | 69.1%-33.5pp | 67.7%-32.1pp |
| Annual return | 8.91% | 20.58%-11.7pp | 360.94%-352.0pp | 35.65%-26.7pp |
| Employer contribution / active EE | $293 | $1,866-84.3% | $2,690-89.1% | $2,756-89.4% |
| Participant deferral / active EE | $1,705 | $3,051-44.1% | $4,259-60.0% | $4,299-60.3% |
| Admin fee / account holder | $8,455 | $5,241+61.3% | $6,418+31.7% | $6,940+21.8% |