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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 | $38,059 | $106,247-64.2% | $96,515-60.6% | $139,466-72.7% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 6.72% | 38.47%-31.7pp | 35.73%-29.0pp | 373.66%-366.9pp |
| Employer contribution / active EE | $391 | $4,106-90.5% | $3,740-89.5% | $4,754-91.8% |
| Participant deferral / active EE | $1,596 | $5,456-70.7% | $4,880-67.3% | $6,712-76.2% |
| Admin fee / account holder | $65,070 | $7,885+725.2% | $6,735+866.1% | $11,409+470.4% |