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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 | $42,193 | $71,197-40.7% | $93,669-55.0% | $80,925-47.9% |
| Participation rate | 32.0% | 60.4%-28.4pp | 68.7%-36.7pp | 67.7%-35.7pp |
| Annual return | 9.47% | 11.27%-1.8pp | 133.59%-124.1pp | 35.65%-26.2pp |
| Employer contribution / active EE | $262 | $1,565-83.2% | $2,424-89.2% | $2,756-90.5% |
| Participant deferral / active EE | $1,530 | $4,036-62.1% | $4,416-65.4% | $4,299-64.4% |
| Admin fee / account holder | $10,276 | $6,959+47.7% | $8,291+23.9% | $6,940+48.1% |