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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 | $44,526 | $78,672-43.4% | $109,163-59.2% | $85,856-48.1% |
| Participation rate | 36.5% | 68.3%-31.8pp | 75.9%-39.4pp | 69.3%-32.8pp |
| Annual return | 6.91% | 25.09%-18.2pp | 25.75%-18.8pp | 318.58%-311.7pp |
| Employer contribution / active EE | $373 | $2,734-86.4% | $3,723-90.0% | $2,565-85.5% |
| Participant deferral / active EE | $1,492 | $3,467-57.0% | $4,654-67.9% | $3,952-62.3% |
| Admin fee / account holder | $9,014 | $5,470+64.8% | $6,754+33.5% | $6,261+44.0% |