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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 | $32,767 | $73,955-55.7% | $96,520-66.1% | $75,181-56.4% |
| Participation rate | 41.9% | 66.4%-24.6pp | 74.3%-32.5pp | 67.2%-25.3pp |
| Annual return | 10.95% | 26.72%-15.8pp | 35.72%-24.8pp | 160.69%-149.7pp |
| Employer contribution / active EE | $7 | $2,930-99.8% | $3,739-99.8% | $2,671-99.7% |
| Participant deferral / active EE | $2,735 | $3,659-25.3% | $4,879-43.9% | $4,126-33.7% |
| Admin fee / account holder | $21,707 | $5,217+316.1% | $6,733+222.4% | $5,650+284.2% |