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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 | $39,748 | $76,407-48.0% | $150,298-73.6% | $82,448-51.8% |
| Participation rate | 38.2% | 66.4%-28.2pp | 77.8%-39.5pp | 68.1%-29.8pp |
| Annual return | 12.18% | 39.99%-27.8pp | 62.79%-50.6pp | 41.64%-29.5pp |
| Employer contribution / active EE | $257 | $2,614-90.2% | $4,154-93.8% | $2,551-89.9% |
| Participant deferral / active EE | $1,029 | $3,214-68.0% | $5,453-81.1% | $4,139-75.1% |
| Admin fee / account holder | $629 | $6,352-90.1% | $14,116-95.5% | $7,234-91.3% |