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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 | $40,367 | $77,896-48.2% | $134,172-69.9% | $82,448-51.0% |
| Participation rate | 48.5% | 62.8%-14.3pp | 72.5%-24.0pp | 68.1%-19.6pp |
| Annual return | 11.22% | 18.21%-7.0pp | 25.30%-14.1pp | 41.64%-30.4pp |
| Employer contribution / active EE | $311 | $2,159-85.6% | $3,420-90.9% | $2,551-87.8% |
| Participant deferral / active EE | $1,557 | $3,162-50.8% | $4,690-66.8% | $4,139-62.4% |
| Admin fee / account holder | $15,706 | $6,336+147.9% | $12,016+30.7% | $7,234+117.1% |