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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 | $42,433 | $78,707-46.1% | $117,861-64.0% | $70,126-39.5% |
| Participation rate | 60.0% | 73.2%-13.2pp | 79.7%-19.7pp | 69.5%-9.5pp |
| Annual return | 10.80% | 23.30%-12.5pp | 335.11%-324.3pp | 73.15%-62.3pp |
| Employer contribution / active EE | $176 | $2,223-92.1% | $3,786-95.3% | $2,343-92.5% |
| Participant deferral / active EE | $2,187 | $3,297-33.7% | $4,482-51.2% | $3,332-34.4% |
| Admin fee / account holder | $9,242 | $5,066+82.4% | $8,021+15.2% | $4,645+98.9% |