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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 | $58,627-28.5% | $76,735-45.4% | $82,448-49.2% |
| Participation rate | 38.5% | 63.2%-24.8pp | 69.5%-31.0pp | 68.1%-29.6pp |
| Annual return | 9.58% | 39.10%-29.5pp | 29.77%-20.2pp | 41.64%-32.1pp |
| Employer contribution / active EE | $323 | $1,729-81.3% | $2,454-86.8% | $2,551-87.3% |
| Participant deferral / active EE | $1,731 | $3,134-44.7% | $4,088-57.6% | $4,139-58.2% |
| Admin fee / account holder | $49,727 | $5,323+834.3% | $7,189+591.7% | $7,234+587.4% |