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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 | $67,894-42.5% | $89,340-56.3% | $82,448-52.6% |
| Participation rate | 40.4% | 64.0%-23.7pp | 69.6%-29.2pp | 68.1%-27.7pp |
| Annual return | 8.27% | 19.21%-10.9pp | 20.57%-12.3pp | 41.64%-33.4pp |
| Employer contribution / active EE | $244 | $1,828-86.6% | $2,231-89.0% | $2,551-90.4% |
| Participant deferral / active EE | $1,212 | $3,072-60.6% | $3,823-68.3% | $4,139-70.7% |
| Admin fee / account holder | $9,867 | $5,723+72.4% | $6,704+47.2% | $7,234+36.4% |