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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 | $36,339 | $117,895-69.2% | $102,460-64.5% | $145,897-75.1% |
| Participation rate | 35.7% | 78.6%-42.9pp | 76.5%-40.8pp | 80.3%-44.6pp |
| Annual return | 8.22% | 31.92%-23.7pp | 29.47%-21.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $362 | $3,619-90.0% | $3,025-88.0% | $4,663-92.2% |
| Participant deferral / active EE | $1,953 | $5,736-66.0% | $5,056-61.4% | $6,689-70.8% |
| Admin fee / account holder | $18,467 | $13,353+38.3% | $9,460+95.2% | $13,390+37.9% |