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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 | $39,492 | $75,541-47.7% | $152,093-74.0% | $82,637-52.2% |
| Participation rate | 35.6% | 66.5%-31.0pp | 77.8%-42.2pp | 68.1%-32.5pp |
| Annual return | 8.78% | 32.56%-23.8pp | 66.36%-57.6pp | 53.51%-44.7pp |
| Employer contribution / active EE | $332 | $2,622-87.3% | $4,175-92.0% | $2,552-87.0% |
| Participant deferral / active EE | $1,317 | $3,206-58.9% | $5,451-75.8% | $4,126-68.1% |
| Admin fee / account holder | $17,527 | $6,405+173.7% | $14,497+20.9% | $7,339+138.8% |