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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 | $38,682 | $91,559-57.8% | $133,978-71.1% | $79,856-51.6% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | 8.21% | 61.85%-53.6pp | 45.10%-36.9pp | 31.71%-23.5pp |
| Employer contribution / active EE | $162 | $2,384-93.2% | $3,919-95.9% | $2,471-93.4% |
| Participant deferral / active EE | $2,643 | $3,734-29.2% | $5,047-47.6% | $3,741-29.3% |
| Admin fee / account holder | $27,957 | $6,321+342.3% | $8,930+213.1% | $5,306+426.9% |