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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 | $40,724 | $99,633-59.1% | $183,328-77.8% | $82,448-50.6% |
| Participation rate | 41.5% | 70.8%-29.3pp | 77.3%-35.9pp | 68.1%-26.6pp |
| Annual return | 2.57% | 17.84%-15.3pp | 29.67%-27.1pp | 41.64%-39.1pp |
| Employer contribution / active EE | $27 | $3,256-99.2% | $5,055-99.5% | $2,551-98.9% |
| Participant deferral / active EE | $3,408 | $4,938-31.0% | $6,795-49.8% | $4,139-17.7% |
| Admin fee / account holder | $12,388 | $9,934+24.7% | $21,427-42.2% | $7,234+71.2% |