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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 | $39,946 | $84,236-52.6% | $170,435-76.6% | $70,126-43.0% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 9.35% | 23.06%-13.7pp | 205.94%-196.6pp | 73.15%-63.8pp |
| Employer contribution / active EE | $228 | $3,387-93.3% | $5,432-95.8% | $2,343-90.3% |
| Participant deferral / active EE | $2,624 | $3,086-15.0% | $4,939-46.9% | $3,332-21.3% |
| Admin fee / account holder | $10,550 | $5,698+85.2% | $13,881-24.0% | $4,645+127.1% |