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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 | $36,651 | $80,992-54.7% | $96,534-62.0% | $75,173-51.2% |
| Participation rate | 57.1% | 71.8%-14.6pp | 76.0%-18.8pp | 67.2%-10.1pp |
| Annual return | 10.45% | 27.05%-16.6pp | 25.88%-15.4pp | 160.72%-150.3pp |
| Employer contribution / active EE | $73 | $2,283-96.8% | $2,965-97.5% | $2,671-97.3% |
| Participant deferral / active EE | $2,716 | $3,929-30.9% | $4,851-44.0% | $4,126-34.2% |
| Admin fee / account holder | $10,063 | $6,717+49.8% | $8,253+21.9% | $5,651+78.1% |