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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 | $38,949 | $51,631-24.6% | $129,397-69.9% | $80,925-51.9% |
| Participation rate | 30.2% | 56.9%-26.8pp | 69.6%-39.4pp | 67.7%-37.5pp |
| Annual return | 10.70% | 20.77%-10.1pp | 9453.98%-9443.3pp | 35.65%-25.0pp |
| Employer contribution / active EE | $184 | $1,583-88.4% | $4,154-95.6% | $2,756-93.3% |
| Participant deferral / active EE | $1,827 | $2,670-31.6% | $4,167-56.2% | $4,299-57.5% |
| Admin fee / account holder | $9,245 | $4,309+114.5% | $7,679+20.4% | $6,940+33.2% |