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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 | $42,656 | $81,358-47.6% | $155,556-72.6% | $80,959-47.3% |
| Participation rate | 28.1% | 66.3%-38.1pp | 78.2%-50.1pp | 67.7%-39.5pp |
| Annual return | 10.22% | 33.39%-23.2pp | 64.84%-54.6pp | 35.67%-25.5pp |
| Employer contribution / active EE | $63 | $3,106-98.0% | $4,675-98.7% | $2,757-97.7% |
| Participant deferral / active EE | $1,258 | $3,455-63.6% | $5,631-77.7% | $4,300-70.8% |
| Admin fee / account holder | $8,794 | $7,994+10.0% | $15,885-44.6% | $6,925+27.0% |