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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 | $38,881 | $95,406-59.2% | $185,849-79.1% | $85,847-54.7% |
| Participation rate | 60.3% | 68.8%-8.4pp | 81.7%-21.4pp | 69.3%-9.0pp |
| Annual return | 9.05% | 23.59%-14.5pp | 122.10%-113.0pp | 318.61%-309.6pp |
| Employer contribution / active EE | $137 | $3,314-95.9% | $5,169-97.4% | $2,565-94.7% |
| Participant deferral / active EE | $1,471 | $3,424-57.0% | $5,569-73.6% | $3,952-62.8% |
| Admin fee / account holder | $15,219 | $7,214+111.0% | $16,244-6.3% | $6,261+143.1% |