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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 | $73,787-44.5% | $98,716-58.5% | $82,448-50.3% |
| Participation rate | 42.1% | 61.4%-19.3pp | 69.3%-27.2pp | 68.1%-26.0pp |
| Annual return | 12.23% | 18.57%-6.3pp | 31.81%-19.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $70 | $1,511-95.4% | $2,279-96.9% | $2,551-97.3% |
| Participant deferral / active EE | $1,392 | $3,081-54.8% | $4,048-65.6% | $4,139-66.4% |
| Admin fee / account holder | $1,443 | $6,500-77.8% | $8,703-83.4% | $7,234-80.1% |