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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 | $38,367 | $90,674-57.7% | $96,707-60.3% | $82,448-53.5% |
| Participation rate | 35.0% | 75.9%-40.9pp | 80.4%-45.4pp | 68.1%-33.1pp |
| Annual return | 11.18% | 49.05%-37.9pp | 34.78%-23.6pp | 41.64%-30.5pp |
| Employer contribution / active EE | $1,053 | $3,975-73.5% | $4,191-74.9% | $2,551-58.7% |
| Participant deferral / active EE | $2,171 | $5,696-61.9% | $5,997-63.8% | $4,139-47.5% |
| Admin fee / account holder | $22,021 | $7,568+191.0% | $7,503+193.5% | $7,234+204.4% |