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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 | $37,256 | $106,749-65.1% | $145,433-74.4% | $82,448-54.8% |
| Participation rate | 54.9% | 75.6%-20.7pp | 82.1%-27.2pp | 68.1%-13.1pp |
| Annual return | 11.68% | 27.59%-15.9pp | 66.58%-54.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $211 | $3,444-93.9% | $4,554-95.4% | $2,551-91.7% |
| Participant deferral / active EE | $5,412 | $6,519-17.0% | $7,897-31.5% | $4,139+30.8% |
| Admin fee / account holder | $13,091 | $8,390+56.0% | $13,129-0.3% | $7,234+81.0% |