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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 | $40,952 | $74,535-45.1% | $100,712-59.3% | $82,637-50.4% |
| Participation rate | 42.1% | 61.2%-19.1pp | 69.3%-27.2pp | 68.1%-25.9pp |
| Annual return | 12.23% | 18.92%-6.7pp | 33.27%-21.0pp | 53.51%-41.3pp |
| Employer contribution / active EE | $70 | $1,503-95.4% | $2,313-97.0% | $2,552-97.3% |
| Participant deferral / active EE | $1,392 | $3,074-54.7% | $4,085-65.9% | $4,126-66.3% |
| Admin fee / account holder | $1,443 | $6,576-78.1% | $9,256-84.4% | $7,339-80.3% |