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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 | $40,258 | $36,948+9.0% | $73,658-45.3% | $87,485-54.0% |
| Participation rate | 21.2% | 46.8%-25.6pp | 57.0%-35.8pp | 68.9%-47.7pp |
| Annual return | 9.41% | 28.64%-19.2pp | 29.72%-20.3pp | 26.06%-16.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,217 | $1,379-11.7% | $2,062-41.0% | $4,274-71.5% |
| Admin fee / account holder | $10,389 | $2,531+310.5% | $3,357+209.5% | $7,775+33.6% |