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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 | $38,353 | $81,504-52.9% | $102,437-62.6% | $80,959-52.6% |
| Participation rate | 34.4% | 66.9%-32.5pp | 74.5%-40.1pp | 67.7%-33.3pp |
| Annual return | 5.49% | 25.60%-20.1pp | 24.95%-19.5pp | 35.67%-30.2pp |
| Employer contribution / active EE | $217 | $3,104-93.0% | $3,871-94.4% | $2,757-92.1% |
| Participant deferral / active EE | $2,173 | $3,871-43.9% | $5,060-57.1% | $4,300-49.5% |
| Admin fee / account holder | $49,579 | $6,719+637.9% | $8,388+491.1% | $6,925+615.9% |