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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 | $43,244 | $86,050-49.7% | $189,758-77.2% | $94,015-54.0% |
| Participation rate | 26.8% | 68.9%-42.1pp | 79.8%-53.0pp | 70.8%-44.0pp |
| Annual return | 7.96% | 17.77%-9.8pp | 52.62%-44.7pp | 17.84%-9.9pp |
| Employer contribution / active EE | $244 | $2,819-91.4% | $4,767-94.9% | $2,790-91.3% |
| Participant deferral / active EE | $1,295 | $3,349-61.3% | $5,856-77.9% | $4,249-69.5% |
| Admin fee / account holder | $13,181 | $6,627+98.9% | $20,388-35.3% | $8,951+47.3% |