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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 | $37,893 | $78,707-51.9% | $117,861-67.8% | $70,126-46.0% |
| Participation rate | 53.1% | 73.2%-20.1pp | 79.7%-26.5pp | 69.5%-16.4pp |
| Annual return | 11.84% | 23.30%-11.5pp | 335.11%-323.3pp | 73.15%-61.3pp |
| Employer contribution / active EE | $318 | $2,223-85.7% | $3,786-91.6% | $2,343-86.4% |
| Participant deferral / active EE | $2,182 | $3,297-33.8% | $4,482-51.3% | $3,332-34.5% |
| Admin fee / account holder | $10,955 | $5,066+116.3% | $8,021+36.6% | $4,645+135.8% |