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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 | $62,166-35.2% | $81,353-50.5% | $74,459-45.9% |
| Participation rate | 33.6% | 64.1%-30.4pp | 69.5%-35.9pp | 67.2%-33.6pp |
| Annual return | 11.10% | 16.50%-5.4pp | 24.82%-13.7pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $264 | $1,881-86.0% | $2,464-89.3% | $2,626-89.9% |
| Participant deferral / active EE | $1,441 | $3,223-55.3% | $3,885-62.9% | $4,350-66.9% |
| Admin fee / account holder | $3,856 | $1,925+100.3% | $5,766-33.1% | $1,945+98.3% |