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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 | $39,653 | $52,580-24.6% | $71,671-44.7% | $70,126-43.5% |
| Participation rate | 40.0% | 60.9%-20.9pp | 68.7%-28.7pp | 69.5%-29.5pp |
| Annual return | 7.01% | 20.25%-13.2pp | 20.65%-13.6pp | 73.15%-66.1pp |
| Employer contribution / active EE | $237 | $1,616-85.3% | $2,460-90.4% | $2,343-89.9% |
| Participant deferral / active EE | $3,975 | $2,386+66.6% | $3,438+15.6% | $3,332+19.3% |
| Admin fee / account holder | $2,549 | $3,653-30.2% | $5,558-54.1% | $4,645-45.1% |