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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 | $33,814 | $87,059-61.2% | $105,608-68.0% | $80,925-58.2% |
| Participation rate | 44.0% | 70.4%-26.4pp | 75.3%-31.3pp | 67.7%-23.7pp |
| Annual return | 6.14% | 17.05%-10.9pp | 116.50%-110.4pp | 35.65%-29.5pp |
| Employer contribution / active EE | $505 | $2,396-78.9% | $3,167-84.0% | $2,756-81.7% |
| Participant deferral / active EE | $2,664 | $3,986-33.2% | $5,010-46.8% | $4,299-38.0% |
| Admin fee / account holder | $49,744 | $8,443+489.2% | $11,028+351.1% | $6,940+616.8% |