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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 | $36,894 | $95,453-61.3% | $112,040-67.1% | $82,448-55.3% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.5%-19.3pp | 68.1%-10.9pp |
| Annual return | 10.96% | 23.92%-13.0pp | 24.52%-13.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $201 | $2,318-91.3% | $2,954-93.2% | $2,551-92.1% |
| Participant deferral / active EE | $2,015 | $4,224-52.3% | $5,098-60.5% | $4,139-51.3% |
| Admin fee / account holder | $2,746 | $9,013-69.5% | $12,098-77.3% | $7,234-62.0% |