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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 | $30,775 | $88,707-65.3% | $74,184-58.5% | $273,972-88.8% |
| Participation rate | 53.8% | 79.4%-25.6pp | 76.6%-22.8pp | 83.0%-29.2pp |
| Annual return | -0.04% | 11.94%-12.0pp | 17.74%-17.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $384 | $3,159-87.8% | $2,370-83.8% | $4,869-92.1% |
| Participant deferral / active EE | $3,929 | $4,212-6.7% | $3,550+10.7% | $5,287-25.7% |
| Admin fee / account holder | $41,277 | $8,717+373.5% | $5,586+639.0% | $10,133+307.4% |