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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 | $38,891 | $52,580-26.0% | $71,671-45.7% | $70,126-44.5% |
| Participation rate | 26.1% | 60.9%-34.8pp | 68.7%-42.7pp | 69.5%-43.5pp |
| Annual return | 9.01% | 20.25%-11.2pp | 20.65%-11.6pp | 73.15%-64.1pp |
| Employer contribution / active EE | $182 | $1,616-88.7% | $2,460-92.6% | $2,343-92.2% |
| Participant deferral / active EE | $934 | $2,386-60.8% | $3,438-72.8% | $3,332-72.0% |
| Admin fee / account holder | $11,392 | $3,653+211.9% | $5,558+105.0% | $4,645+145.2% |