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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 | $38,895 | $72,486-46.3% | $87,103-55.3% | $72,976-46.7% |
| Participation rate | 42.3% | 72.8%-30.5pp | 76.9%-34.6pp | 69.5%-27.2pp |
| Annual return | 10.69% | 24.46%-13.8pp | 28.19%-17.5pp | 81.02%-70.3pp |
| Employer contribution / active EE | $176 | $1,894-90.7% | $2,521-93.0% | $2,440-92.8% |
| Participant deferral / active EE | $1,900 | $3,270-41.9% | $4,049-53.1% | $3,608-47.3% |
| Admin fee / account holder | $2,943 | $5,055-41.8% | $7,491-60.7% | $5,124-42.6% |