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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 | $41,229 | $49,976-17.5% | $66,674-38.2% | $82,637-50.1% |
| Participation rate | 9.3% | 63.1%-53.8pp | 73.7%-64.4pp | 68.1%-58.8pp |
| Annual return | 4.07% | 39.09%-35.0pp | 321.24%-317.2pp | 53.51%-49.4pp |
| Employer contribution / active EE | $236 | $1,988-88.1% | $2,620-91.0% | $2,552-90.8% |
| Participant deferral / active EE | $584 | $2,847-79.5% | $4,084-85.7% | $4,126-85.8% |
| Admin fee / account holder | $14,631 | $4,594+218.5% | $5,098+187.0% | $7,339+99.4% |