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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 | $32,654 | $76,407-57.3% | $150,298-78.3% | $82,448-60.4% |
| Participation rate | 39.0% | 66.4%-27.4pp | 77.8%-38.7pp | 68.1%-29.0pp |
| Annual return | 12.46% | 39.99%-27.5pp | 62.79%-50.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $50 | $2,614-98.1% | $4,154-98.8% | $2,551-98.0% |
| Participant deferral / active EE | $1,009 | $3,214-68.6% | $5,453-81.5% | $4,139-75.6% |
| Admin fee / account holder | $7,763 | $6,352+22.2% | $14,116-45.0% | $7,234+7.3% |