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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 | $38,695 | $111,535-65.3% | $105,223-63.2% | $137,256-71.8% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 80.0%-60.0pp |
| Annual return | 5.52% | 237.85%-232.3pp | 180.65%-175.1pp | 220.34%-214.8pp |
| Employer contribution / active EE | $346 | $3,939-91.2% | $3,689-90.6% | $4,156-91.7% |
| Participant deferral / active EE | $2,440 | $5,500-55.6% | $5,072-51.9% | $6,407-61.9% |
| Admin fee / account holder | $49,919 | $9,721+413.5% | $8,859+463.5% | $12,270+306.8% |