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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 | $36,865 | $75,541-51.2% | $152,093-75.8% | $82,637-55.4% |
| Participation rate | 18.4% | 66.5%-48.2pp | 77.8%-59.4pp | 68.1%-49.7pp |
| Annual return | 12.05% | 32.56%-20.5pp | 66.36%-54.3pp | 53.51%-41.5pp |
| Employer contribution / active EE | $237 | $2,622-91.0% | $4,175-94.3% | $2,552-90.7% |
| Participant deferral / active EE | $1,195 | $3,206-62.7% | $5,451-78.1% | $4,126-71.0% |
| Admin fee / account holder | $5,991 | $6,405-6.5% | $14,497-58.7% | $7,339-18.4% |