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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 | $31,985 | $115,225-72.2% | $100,712-68.2% | $138,895-77.0% |
| Participation rate | 16.7% | 74.3%-57.7pp | 69.3%-52.6pp | 79.9%-63.3pp |
| Annual return | 6.57% | 40.35%-33.8pp | 33.27%-26.7pp | 145.39%-138.8pp |
| Employer contribution / active EE | $88 | $2,771-96.8% | $2,313-96.2% | $4,194-97.9% |
| Participant deferral / active EE | $2,441 | $4,699-48.1% | $4,085-40.3% | $6,396-61.8% |
| Admin fee / account holder | $100,056 | $10,844+822.7% | $9,256+981.0% | $12,562+696.5% |