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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 | $54,138 | $89,259-39.3% | $107,187-49.5% | $82,637-34.5% |
| Participation rate | 42.9% | 67.9%-25.1pp | 75.0%-32.2pp | 68.1%-25.2pp |
| Annual return | 10.73% | 21.02%-10.3pp | 204.55%-193.8pp | 53.51%-42.8pp |
| Employer contribution / active EE | $757 | $3,080-75.4% | $3,782-80.0% | $2,552-70.3% |
| Participant deferral / active EE | $3,277 | $4,037-18.8% | $5,096-35.7% | $4,126-20.6% |
| Admin fee / account holder | $16,224 | $7,381+119.8% | $9,162+77.1% | $7,339+121.1% |