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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 | $39,528 | $75,541-47.7% | $152,093-74.0% | $82,637-52.2% |
| Participation rate | 42.2% | 66.5%-24.3pp | 77.8%-35.5pp | 68.1%-25.8pp |
| Annual return | 12.79% | 32.56%-19.8pp | 66.36%-53.6pp | 53.51%-40.7pp |
| Employer contribution / active EE | $267 | $2,622-89.8% | $4,175-93.6% | $2,552-89.5% |
| Participant deferral / active EE | $1,169 | $3,206-63.5% | $5,451-78.5% | $4,126-71.7% |
| Admin fee / account holder | $504 | $6,405-92.1% | $14,497-96.5% | $7,339-93.1% |