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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 | $43,060 | $23,330+84.6% | $64,489-33.2% | $82,448-47.8% |
| Participation rate | 24.5% | 68.3%-43.8pp | 67.7%-43.2pp | 68.1%-43.6pp |
| Annual return | 12.81% | 83.66%-70.8pp | 55.03%-42.2pp | 41.64%-28.8pp |
| Employer contribution / active EE | $142 | $824-82.8% | $1,523-90.7% | $2,551-94.4% |
| Participant deferral / active EE | $1,217 | $1,707-28.7% | $2,778-56.2% | $4,139-70.6% |
| Admin fee / account holder | $13,513 | $2,946+358.7% | $4,260+217.2% | $7,234+86.8% |