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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 | $38,618 | $101,795-62.1% | $165,100-76.6% | $80,959-52.3% |
| Participation rate | 43.2% | 71.8%-28.6pp | 78.6%-35.4pp | 67.7%-24.5pp |
| Annual return | 8.74% | 16.73%-8.0pp | 70.21%-61.5pp | 35.67%-26.9pp |
| Employer contribution / active EE | $601 | $2,954-79.7% | $4,348-86.2% | $2,757-78.2% |
| Participant deferral / active EE | $2,130 | $4,476-52.4% | $6,035-64.7% | $4,300-50.5% |
| Admin fee / account holder | $8,445 | $8,221+2.7% | $12,696-33.5% | $6,925+21.9% |