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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 | $39,250 | $106,247-63.1% | $96,515-59.3% | $139,466-71.9% |
| Participation rate | 22.2% | 77.8%-55.6pp | 74.3%-52.1pp | 80.3%-58.1pp |
| Annual return | 1.73% | 38.47%-36.7pp | 35.73%-34.0pp | 373.66%-371.9pp |
| Employer contribution / active EE | $594 | $4,106-85.5% | $3,740-84.1% | $4,754-87.5% |
| Participant deferral / active EE | $2,354 | $5,456-56.8% | $4,880-51.8% | $6,712-64.9% |
| Admin fee / account holder | $1,734 | $7,885-78.0% | $6,735-74.3% | $11,409-84.8% |