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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 | $65,246-44.9% | $98,716-63.6% | $67,986-47.2% |
| Participation rate | 31.7% | 51.4%-19.7pp | 69.3%-37.6pp | 57.2%-25.5pp |
| Annual return | 11.69% | 20.58%-8.9pp | 31.81%-20.1pp | 31.67%-20.0pp |
| Employer contribution / active EE | $132 | $1,042-87.3% | $2,279-94.2% | $2,019-93.4% |
| Participant deferral / active EE | $1,622 | $2,594-37.5% | $4,048-59.9% | $3,358-51.7% |
| Admin fee / account holder | $12,565 | $4,561+175.5% | $8,703+44.4% | $3,203+292.3% |