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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 | $114,712-62.6% | $173,730-75.3% | $87,485-51.0% |
| Participation rate | 52.5% | 73.0%-20.5pp | 79.6%-27.1pp | 68.9%-16.4pp |
| Annual return | 9.05% | 20.18%-11.1pp | 19.96%-10.9pp | 26.06%-17.0pp |
| Employer contribution / active EE | $360 | $2,904-87.6% | $4,577-92.1% | $2,596-86.1% |
| Participant deferral / active EE | $2,383 | $4,642-48.7% | $6,326-62.3% | $4,274-44.2% |
| Admin fee / account holder | $39,201 | $10,210+284.0% | $17,523+123.7% | $7,775+404.2% |