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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 | $27,335 | $117,895-76.8% | $102,460-73.3% | $145,897-81.3% |
| Participation rate | 41.2% | 78.6%-37.5pp | 76.5%-35.3pp | 80.3%-39.1pp |
| Annual return | 6.30% | 31.92%-25.6pp | 29.47%-23.2pp | 552.29%-546.0pp |
| Employer contribution / active EE | $785 | $3,619-78.3% | $3,025-74.0% | $4,663-83.2% |
| Participant deferral / active EE | $2,305 | $5,736-59.8% | $5,056-54.4% | $6,689-65.5% |
| Admin fee / account holder | $38,390 | $13,353+187.5% | $9,460+305.8% | $13,390+186.7% |