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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 | $40,429 | $78,607-48.6% | $105,624-61.7% | $74,478-45.7% |
| Participation rate | 39.1% | 72.8%-33.8pp | 75.3%-36.2pp | 67.2%-28.2pp |
| Annual return | 9.60% | 15.96%-6.4pp | 116.20%-106.6pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $633 | $2,523-74.9% | $3,168-80.0% | $2,626-75.9% |
| Participant deferral / active EE | $1,991 | $4,325-54.0% | $5,013-60.3% | $4,350-54.2% |
| Admin fee / account holder | $4,638 | $2,220+108.9% | $10,961-57.7% | $1,946+138.4% |