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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 | $43,489 | $78,425-44.5% | $95,956-54.7% | $79,858-45.5% |
| Participation rate | 40.0% | 73.5%-33.5pp | 77.1%-37.1pp | 69.6%-29.6pp |
| Annual return | 5.41% | 19.37%-14.0pp | 91.63%-86.2pp | 31.72%-26.3pp |
| Employer contribution / active EE | $162 | $1,945-91.7% | $2,541-93.6% | $2,471-93.5% |
| Participant deferral / active EE | $1,785 | $3,440-48.1% | $4,167-57.2% | $3,740-52.3% |
| Admin fee / account holder | $37,706 | $5,622+570.7% | $6,797+454.8% | $5,306+610.6% |