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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 | $38,296 | $65,367-41.4% | $92,915-58.8% | $72,976-47.5% |
| Participation rate | 42.6% | 68.3%-25.8pp | 76.0%-33.5pp | 69.5%-26.9pp |
| Annual return | 12.09% | 42.11%-30.0pp | 109.45%-97.4pp | 81.02%-68.9pp |
| Employer contribution / active EE | $334 | $2,594-87.1% | $3,653-90.8% | $2,440-86.3% |
| Participant deferral / active EE | $1,748 | $3,128-44.1% | $4,238-58.8% | $3,608-51.6% |
| Admin fee / account holder | $11,840 | $4,251+178.5% | $5,796+104.3% | $5,124+131.1% |