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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 | $39,048 | $72,607-46.2% | $90,259-56.7% | $87,485-55.4% |
| Participation rate | 40.4% | 64.8%-24.4pp | 70.7%-30.4pp | 68.9%-28.5pp |
| Annual return | 8.27% | 18.59%-10.3pp | 18.88%-10.6pp | 26.06%-17.8pp |
| Employer contribution / active EE | $244 | $1,919-87.3% | $2,291-89.3% | $2,596-90.6% |
| Participant deferral / active EE | $1,212 | $3,055-60.3% | $3,827-68.3% | $4,274-71.6% |
| Admin fee / account holder | $9,867 | $5,947+65.9% | $7,267+35.8% | $7,775+26.9% |