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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 | $35,922 | $64,010-43.9% | $108,359-66.8% | $64,340-44.2% |
| Participation rate | 31.7% | 49.4%-17.7pp | 70.1%-38.4pp | 55.2%-23.5pp |
| Annual return | 11.69% | 19.74%-8.0pp | 36.89%-25.2pp | 24.14%-12.5pp |
| Employer contribution / active EE | $132 | $1,029-87.1% | $2,399-94.5% | $1,862-92.9% |
| Participant deferral / active EE | $1,622 | $2,395-32.3% | $4,137-60.8% | $2,980-45.6% |
| Admin fee / account holder | $12,565 | $4,885+157.2% | $9,741+29.0% | $3,703+239.4% |