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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 | $41,070 | $95,404-57.0% | $113,397-63.8% | $82,637-50.3% |
| Participation rate | 61.8% | 72.8%-11.0pp | 76.5%-14.7pp | 68.1%-6.2pp |
| Annual return | 11.54% | 19.08%-7.5pp | 23.20%-11.7pp | 53.51%-42.0pp |
| Employer contribution / active EE | $515 | $2,307-77.7% | $2,977-82.7% | $2,552-79.8% |
| Participant deferral / active EE | $3,872 | $4,220-8.2% | $5,076-23.7% | $4,126-6.2% |
| Admin fee / account holder | $20,595 | $9,168+124.6% | $11,957+72.2% | $7,339+180.6% |