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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 | $37,266 | $65,084-42.7% | $67,681-44.9% | $64,340-42.1% |
| Participation rate | 25.7% | 66.7%-41.1pp | 73.7%-48.1pp | 55.2%-29.6pp |
| Annual return | 10.55% | 20.50%-10.0pp | 590.58%-580.0pp | 24.14%-13.6pp |
| Employer contribution / active EE | $490 | $2,398-79.6% | $2,678-81.7% | $1,862-73.7% |
| Participant deferral / active EE | $1,265 | $3,210-60.6% | $3,976-68.2% | $2,980-57.6% |
| Admin fee / account holder | $2,347 | $1,415+65.9% | $6,100-61.5% | $3,703-36.6% |