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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 | $40,522 | $93,345-56.6% | $119,126-66.0% | $87,485-53.7% |
| Participation rate | 33.3% | 68.7%-35.4pp | 75.8%-42.4pp | 68.9%-35.6pp |
| Annual return | 11.04% | 19.08%-8.0pp | 282.11%-271.1pp | 26.06%-15.0pp |
| Employer contribution / active EE | $170 | $3,172-94.7% | $4,034-95.8% | $2,596-93.5% |
| Participant deferral / active EE | $1,859 | $4,099-54.6% | $5,318-65.0% | $4,274-56.5% |
| Admin fee / account holder | $6,229 | $8,039-22.5% | $10,693-41.7% | $7,775-19.9% |