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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 | $44,317 | $91,179-51.4% | $178,499-75.2% | $79,852-44.5% |
| Participation rate | 37.9% | 69.2%-31.3pp | 81.9%-44.0pp | 69.6%-31.7pp |
| Annual return | 7.00% | 24.19%-17.2pp | 151.10%-144.1pp | 31.72%-24.7pp |
| Employer contribution / active EE | $312 | $3,256-90.4% | $5,011-93.8% | $2,471-87.4% |
| Participant deferral / active EE | $1,659 | $3,236-48.7% | $5,202-68.1% | $3,740-55.7% |
| Admin fee / account holder | $1,524 | $6,749-77.4% | $13,986-89.1% | $5,306-71.3% |