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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 | $39,833 | $98,652-59.6% | $142,942-72.1% | $82,448-51.7% |
| Participation rate | 29.0% | 72.8%-43.8pp | 76.8%-47.8pp | 68.1%-39.1pp |
| Annual return | 10.50% | 22.65%-12.2pp | 113.70%-103.2pp | 41.64%-31.1pp |
| Employer contribution / active EE | $103 | $3,211-96.8% | $4,139-97.5% | $2,551-96.0% |
| Participant deferral / active EE | $2,089 | $5,580-62.6% | $7,128-70.7% | $4,139-49.5% |
| Admin fee / account holder | $24,593 | $8,078+204.5% | $12,475+97.1% | $7,234+239.9% |