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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 | $43,142 | $65,246-33.9% | $98,716-56.3% | $67,986-36.5% |
| Participation rate | 21.2% | 51.4%-30.2pp | 69.3%-48.1pp | 57.2%-36.0pp |
| Annual return | 11.98% | 20.58%-8.6pp | 31.81%-19.8pp | 31.67%-19.7pp |
| Employer contribution / active EE | $174 | $1,042-83.3% | $2,279-92.4% | $2,019-91.4% |
| Participant deferral / active EE | $1,180 | $2,594-54.5% | $4,048-70.8% | $3,358-64.9% |
| Admin fee / account holder | $4,434 | $4,561-2.8% | $8,703-49.1% | $3,203+38.4% |