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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 | $71,208-40.7% | $93,681-55.0% | $80,911-47.9% |
| Participation rate | 32.0% | 60.4%-28.4pp | 68.7%-36.7pp | 67.6%-35.6pp |
| Annual return | 9.47% | 11.27%-1.8pp | 133.47%-124.0pp | 35.63%-26.2pp |
| Employer contribution / active EE | $262 | $1,564-83.2% | $2,422-89.2% | $2,756-90.5% |
| Participant deferral / active EE | $1,530 | $4,035-62.1% | $4,415-65.4% | $4,297-64.4% |
| Admin fee / account holder | $10,276 | $6,951+47.8% | $8,290+24.0% | $6,935+48.2% |