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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 | $37,628 | $62,177-39.5% | $81,370-53.8% | $74,478-49.5% |
| Participation rate | 36.6% | 64.1%-27.4pp | 69.5%-32.9pp | 67.2%-30.6pp |
| Annual return | 10.13% | 16.62%-6.5pp | 24.85%-14.7pp | 1370.56%-1360.4pp |
| Employer contribution / active EE | $461 | $1,881-75.5% | $2,464-81.3% | $2,626-82.5% |
| Participant deferral / active EE | $1,360 | $3,219-57.7% | $3,885-65.0% | $4,350-68.7% |
| Admin fee / account holder | $1,614 | $1,927-16.3% | $5,749-71.9% | $1,946-17.1% |