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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 | $38,360 | $84,236-54.5% | $170,435-77.5% | $70,126-45.3% |
| Participation rate | 61.8% | 70.8%-9.1pp | 83.6%-21.8pp | 69.5%-7.8pp |
| Annual return | 8.35% | 23.06%-14.7pp | 205.94%-197.6pp | 73.15%-64.8pp |
| Employer contribution / active EE | $289 | $3,387-91.5% | $5,432-94.7% | $2,343-87.7% |
| Participant deferral / active EE | $2,416 | $3,086-21.7% | $4,939-51.1% | $3,332-27.5% |
| Admin fee / account holder | $37,231 | $5,698+553.4% | $13,881+168.2% | $4,645+701.4% |