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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 | $37,370 | $114,712-67.4% | $173,730-78.5% | $87,485-57.3% |
| Participation rate | 34.7% | 73.0%-38.3pp | 79.6%-44.9pp | 68.9%-34.2pp |
| Annual return | 7.48% | 20.18%-12.7pp | 19.96%-12.5pp | 26.06%-18.6pp |
| Employer contribution / active EE | $616 | $2,904-78.8% | $4,577-86.5% | $2,596-76.3% |
| Participant deferral / active EE | $2,259 | $4,642-51.3% | $6,326-64.3% | $4,274-47.2% |
| Admin fee / account holder | $3,187 | $10,210-68.8% | $17,523-81.8% | $7,775-59.0% |