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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 | $44,063 | $78,690-44.0% | $161,489-72.7% | $87,485-49.6% |
| Participation rate | 46.4% | 67.5%-21.0pp | 78.7%-32.3pp | 68.9%-22.5pp |
| Annual return | 10.57% | 32.74%-22.2pp | 89.72%-79.2pp | 26.06%-15.5pp |
| Employer contribution / active EE | $134 | $2,588-94.8% | $4,268-96.9% | $2,596-94.8% |
| Participant deferral / active EE | $1,068 | $3,311-67.7% | $5,630-81.0% | $4,274-75.0% |
| Admin fee / account holder | $9,120 | $6,724+35.6% | $16,006-43.0% | $7,775+17.3% |