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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 | $39,195 | $78,707-50.2% | $117,861-66.7% | $70,126-44.1% |
| Participation rate | 66.1% | 73.2%-7.1pp | 79.7%-13.6pp | 69.5%-3.5pp |
| Annual return | 8.32% | 23.30%-15.0pp | 335.11%-326.8pp | 73.15%-64.8pp |
| Employer contribution / active EE | $240 | $2,223-89.2% | $3,786-93.7% | $2,343-89.8% |
| Participant deferral / active EE | $2,419 | $3,297-26.6% | $4,482-46.0% | $3,332-27.4% |
| Admin fee / account holder | $3,505 | $5,066-30.8% | $8,021-56.3% | $4,645-24.6% |