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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 | $42,319 | $71,534-40.8% | $98,462-57.0% | $71,529-40.8% |
| Participation rate | 40.4% | 72.7%-32.3pp | 75.2%-34.8pp | 67.9%-27.6pp |
| Annual return | 9.28% | 32.44%-23.2pp | 21.17%-11.9pp | 28.97%-19.7pp |
| Employer contribution / active EE | $435 | $2,399-81.8% | $3,049-85.7% | $2,590-83.2% |
| Participant deferral / active EE | $2,774 | $4,109-32.5% | $4,738-41.5% | $4,291-35.4% |
| Admin fee / account holder | $31,803 | $1,677+1796.8% | $8,875+258.4% | $1,588+1902.1% |