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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 | $42,511 | $71,197-40.3% | $93,669-54.6% | $80,925-47.5% |
| Participation rate | 17.1% | 60.4%-43.3pp | 68.7%-51.6pp | 67.7%-50.5pp |
| Annual return | 6.03% | 11.27%-5.2pp | 133.59%-127.6pp | 35.65%-29.6pp |
| Employer contribution / active EE | $203 | $1,565-87.0% | $2,424-91.6% | $2,756-92.6% |
| Participant deferral / active EE | $1,701 | $4,036-57.8% | $4,416-61.5% | $4,299-60.4% |
| Admin fee / account holder | $10,417 | $6,959+49.7% | $8,291+25.6% | $6,940+50.1% |