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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 | $38,283 | $72,027-46.8% | $185,835-79.4% | $79,852-52.1% |
| Participation rate | 38.5% | 65.8%-27.3pp | 78.0%-39.6pp | 69.6%-31.2pp |
| Annual return | 5.57% | 23.13%-17.6pp | 35.96%-30.4pp | 31.72%-26.1pp |
| Employer contribution / active EE | $185 | $1,965-90.6% | $4,087-95.5% | $2,471-92.5% |
| Participant deferral / active EE | $1,477 | $3,780-60.9% | $5,633-73.8% | $3,740-60.5% |
| Admin fee / account holder | $4,872 | $4,513+8.0% | $9,502-48.7% | $5,306-8.2% |