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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 | $42,909 | $108,825-60.6% | $156,181-72.5% | $82,448-48.0% |
| Participation rate | 52.5% | 72.4%-19.9pp | 78.8%-26.3pp | 68.1%-15.6pp |
| Annual return | 9.05% | 20.59%-11.5pp | 64.87%-55.8pp | 41.64%-32.6pp |
| Employer contribution / active EE | $360 | $2,870-87.5% | $4,294-91.6% | $2,551-85.9% |
| Participant deferral / active EE | $2,383 | $4,577-47.9% | $6,132-61.1% | $4,139-42.4% |
| Admin fee / account holder | $39,201 | $9,341+319.7% | $14,586+168.8% | $7,234+441.9% |