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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 | $53,659 | $124,425-56.9% | $112,040-52.1% | $137,256-60.9% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 7.70% | 24.72%-17.0pp | 24.52%-16.8pp | 220.34%-212.6pp |
| Employer contribution / active EE | $161 | $3,411-95.3% | $2,954-94.6% | $4,156-96.1% |
| Participant deferral / active EE | $2,010 | $5,718-64.8% | $5,098-60.6% | $6,407-68.6% |
| Admin fee / account holder | $43,363 | $15,207+185.2% | $12,098+258.4% | $12,270+253.4% |