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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 | $44,409 | $123,793-64.1% | $177,827-75.0% | $79,858-44.4% |
| Participation rate | 40.0% | 84.7%-44.7pp | 87.7%-47.7pp | 69.6%-29.6pp |
| Annual return | 8.65% | 22.82%-14.2pp | 48.32%-39.7pp | 31.72%-23.1pp |
| Employer contribution / active EE | $1,039 | $4,095-74.6% | $5,918-82.4% | $2,471-57.9% |
| Participant deferral / active EE | $3,169 | $5,956-46.8% | $7,713-58.9% | $3,740-15.3% |
| Admin fee / account holder | $29,599 | $7,243+308.7% | $12,429+138.1% | $5,306+457.8% |