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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 | $37,129 | $76,407-51.4% | $150,298-75.3% | $82,448-55.0% |
| Participation rate | 23.1% | 66.4%-43.3pp | 77.8%-54.7pp | 68.1%-45.0pp |
| Annual return | 13.07% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.6pp |
| Employer contribution / active EE | $58 | $2,614-97.8% | $4,154-98.6% | $2,551-97.7% |
| Participant deferral / active EE | $915 | $3,214-71.5% | $5,453-83.2% | $4,139-77.9% |
| Admin fee / account holder | $140,067 | $6,352+2105.1% | $14,116+892.3% | $7,234+1836.1% |