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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 | $37,562 | $124,425-69.8% | $112,040-66.5% | $137,256-72.6% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.5%-51.5pp | 80.0%-55.0pp |
| Annual return | 10.01% | 24.72%-14.7pp | 24.52%-14.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $483 | $3,411-85.8% | $2,954-83.7% | $4,156-88.4% |
| Participant deferral / active EE | $3,426 | $5,718-40.1% | $5,098-32.8% | $6,407-46.5% |
| Admin fee / account holder | $56,400 | $15,207+270.9% | $12,098+366.2% | $12,270+359.6% |