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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 | $43,436 | $117,829-63.1% | $102,423-57.6% | $145,877-70.2% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 5.20% | 31.83%-26.6pp | 29.42%-24.2pp | 551.28%-546.1pp |
| Employer contribution / active EE | $581 | $3,615-83.9% | $3,023-80.8% | $4,663-87.5% |
| Participant deferral / active EE | $2,471 | $5,732-56.9% | $5,054-51.1% | $6,691-63.1% |
| Admin fee / account holder | $99,158 | $13,335+643.6% | $9,455+948.8% | $13,402+639.9% |