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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 | $43,072 | $124,425-65.4% | $112,040-61.6% | $137,256-68.6% |
| Participation rate | 19.0% | 79.3%-60.3pp | 76.5%-57.4pp | 80.0%-60.9pp |
| Annual return | 6.71% | 24.72%-18.0pp | 24.52%-17.8pp | 220.34%-213.6pp |
| Employer contribution / active EE | $446 | $3,411-86.9% | $2,954-84.9% | $4,156-89.3% |
| Participant deferral / active EE | $2,114 | $5,718-63.0% | $5,098-58.5% | $6,407-67.0% |
| Admin fee / account holder | $31,739 | $15,207+108.7% | $12,098+162.3% | $12,270+158.7% |