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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 | $36,680 | $65,034-43.6% | $90,970-59.7% | $79,856-54.1% |
| Participation rate | 37.9% | 61.6%-23.7pp | 69.0%-31.1pp | 69.6%-31.7pp |
| Annual return | 9.76% | 30.45%-20.7pp | 134.60%-124.8pp | 31.71%-22.0pp |
| Employer contribution / active EE | $204 | $1,247-83.7% | $2,122-90.4% | $2,471-91.8% |
| Participant deferral / active EE | $1,418 | $2,512-43.6% | $3,373-58.0% | $3,741-62.1% |
| Admin fee / account holder | $5,097 | $4,536+12.4% | $5,961-14.5% | $5,306-3.9% |