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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 | $44,063 | $75,541-41.7% | $152,093-71.0% | $82,637-46.7% |
| Participation rate | 46.4% | 66.5%-20.1pp | 77.8%-31.3pp | 68.1%-21.6pp |
| Annual return | 10.57% | 32.56%-22.0pp | 66.36%-55.8pp | 53.51%-42.9pp |
| Employer contribution / active EE | $134 | $2,622-94.9% | $4,175-96.8% | $2,552-94.7% |
| Participant deferral / active EE | $1,068 | $3,206-66.7% | $5,451-80.4% | $4,126-74.1% |
| Admin fee / account holder | $9,120 | $6,405+42.4% | $14,497-37.1% | $7,339+24.3% |