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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 | $40,293 | $62,146-35.2% | $81,438-50.5% | $74,546-45.9% |
| Participation rate | 33.6% | 64.1%-30.4pp | 69.5%-35.9pp | 67.2%-33.6pp |
| Annual return | 11.10% | 16.49%-5.4pp | 24.74%-13.6pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $264 | $1,883-86.0% | $2,460-89.3% | $2,624-89.9% |
| Participant deferral / active EE | $1,441 | $3,229-55.4% | $3,883-62.9% | $4,347-66.8% |
| Admin fee / account holder | $3,856 | $1,922+100.6% | $5,764-33.1% | $1,944+98.4% |