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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 | $33,379 | $58,512-43.0% | $84,020-60.3% | $72,983-54.3% |
| Participation rate | 41.8% | 61.2%-19.5pp | 69.0%-27.2pp | 69.5%-27.7pp |
| Annual return | 11.66% | 28.93%-17.3pp | 71.31%-59.7pp | 81.01%-69.4pp |
| Employer contribution / active EE | $76 | $1,163-93.5% | $1,984-96.2% | $2,440-96.9% |
| Participant deferral / active EE | $2,230 | $2,394-6.8% | $3,239-31.2% | $3,608-38.2% |
| Admin fee / account holder | $2,741 | $4,569-40.0% | $6,101-55.1% | $5,124-46.5% |