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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 | $39,532 | $81,358-51.4% | $155,556-74.6% | $80,959-51.2% |
| Participation rate | 40.4% | 66.3%-25.9pp | 78.2%-37.8pp | 67.7%-27.3pp |
| Annual return | 8.26% | 33.39%-25.1pp | 64.84%-56.6pp | 35.67%-27.4pp |
| Employer contribution / active EE | $85 | $3,106-97.3% | $4,675-98.2% | $2,757-96.9% |
| Participant deferral / active EE | $1,484 | $3,455-57.1% | $5,631-73.6% | $4,300-65.5% |
| Admin fee / account holder | $4,499 | $7,994-43.7% | $15,885-71.7% | $6,925-35.0% |