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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 | $40,522 | $88,672-54.3% | $105,223-61.5% | $82,448-50.9% |
| Participation rate | 33.3% | 67.9%-34.6pp | 75.0%-41.7pp | 68.1%-34.7pp |
| Annual return | 11.04% | 30.86%-19.8pp | 180.65%-169.6pp | 41.64%-30.6pp |
| Employer contribution / active EE | $170 | $3,048-94.4% | $3,689-95.4% | $2,551-93.4% |
| Participant deferral / active EE | $1,859 | $4,036-53.9% | $5,072-63.3% | $4,139-55.1% |
| Admin fee / account holder | $6,229 | $7,146-12.8% | $8,859-29.7% | $7,234-13.9% |