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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 | $41,911 | $69,444-39.6% | $92,985-54.9% | $87,485-52.1% |
| Participation rate | 38.5% | 63.3%-24.8pp | 69.5%-31.0pp | 68.9%-30.5pp |
| Annual return | 9.58% | 23.85%-14.3pp | 27.99%-18.4pp | 26.06%-16.5pp |
| Employer contribution / active EE | $323 | $1,917-83.2% | $2,662-87.9% | $2,596-87.6% |
| Participant deferral / active EE | $1,731 | $3,364-48.5% | $4,377-60.4% | $4,274-59.5% |
| Admin fee / account holder | $49,727 | $6,137+710.3% | $9,463+425.5% | $7,775+539.6% |