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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 | $42,215 | $73,787-42.8% | $98,716-57.2% | $82,448-48.8% |
| Participation rate | 36.0% | 61.4%-25.4pp | 69.3%-33.3pp | 68.1%-32.1pp |
| Annual return | 11.09% | 18.57%-7.5pp | 31.81%-20.7pp | 41.64%-30.5pp |
| Employer contribution / active EE | $247 | $1,511-83.6% | $2,279-89.2% | $2,551-90.3% |
| Participant deferral / active EE | $2,022 | $3,081-34.4% | $4,048-50.0% | $4,139-51.1% |
| Admin fee / account holder | $17,372 | $6,500+167.3% | $8,703+99.6% | $7,234+140.1% |