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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 | $40,853 | $46,877-12.9% | $122,354-66.6% | $70,126-41.7% |
| Participation rate | 19.4% | 58.2%-38.8pp | 71.6%-52.2pp | 69.5%-50.1pp |
| Annual return | 11.07% | 24.22%-13.2pp | 30.28%-19.2pp | 73.15%-62.1pp |
| Employer contribution / active EE | $116 | $1,288-91.0% | $4,051-97.1% | $2,343-95.1% |
| Participant deferral / active EE | $1,032 | $2,167-52.4% | $3,287-68.6% | $3,332-69.0% |
| Admin fee / account holder | $22,168 | $3,324+566.9% | $5,479+304.6% | $4,645+377.2% |