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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 | $41,318 | $55,902-26.1% | $76,030-45.7% | $80,959-49.0% |
| Participation rate | 35.6% | 62.1%-26.5pp | 69.1%-33.5pp | 67.7%-32.1pp |
| Annual return | 8.91% | 20.59%-11.7pp | 361.54%-352.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $293 | $1,867-84.3% | $2,688-89.1% | $2,757-89.4% |
| Participant deferral / active EE | $1,705 | $3,051-44.1% | $4,257-59.9% | $4,300-60.4% |
| Admin fee / account holder | $8,455 | $5,239+61.4% | $6,421+31.7% | $6,925+22.1% |