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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 | $39,587 | $91,198-56.6% | $178,503-77.8% | $79,856-50.4% |
| Participation rate | 48.5% | 69.2%-20.7pp | 81.9%-33.4pp | 69.6%-21.2pp |
| Annual return | 2.82% | 24.20%-21.4pp | 151.12%-148.3pp | 31.71%-28.9pp |
| Employer contribution / active EE | $345 | $3,257-89.4% | $5,011-93.1% | $2,471-86.1% |
| Participant deferral / active EE | $1,919 | $3,237-40.7% | $5,202-63.1% | $3,741-48.7% |
| Admin fee / account holder | $7,601 | $6,748+12.6% | $13,987-45.7% | $5,306+43.2% |