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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 | $38,790 | $65,361-40.7% | $92,903-58.2% | $72,983-46.9% |
| Participation rate | 37.8% | 68.3%-30.5pp | 76.0%-38.2pp | 69.5%-31.7pp |
| Annual return | 14.00% | 42.11%-28.1pp | 109.43%-95.4pp | 81.01%-67.0pp |
| Employer contribution / active EE | $140 | $2,594-94.6% | $3,653-96.2% | $2,440-94.3% |
| Participant deferral / active EE | $1,544 | $3,128-50.6% | $4,238-63.6% | $3,608-57.2% |
| Admin fee / account holder | $19,614 | $4,251+361.4% | $5,795+238.5% | $5,124+282.8% |