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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 | $29,469 | $117,829-75.0% | $102,423-71.2% | $145,877-79.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 8.10% | 31.83%-23.7pp | 29.42%-21.3pp | 551.28%-543.2pp |
| Employer contribution / active EE | $293 | $3,615-91.9% | $3,023-90.3% | $4,663-93.7% |
| Participant deferral / active EE | $1,998 | $5,732-65.2% | $5,054-60.5% | $6,691-70.1% |
| Admin fee / account holder | $13,612 | $13,335+2.1% | $9,455+44.0% | $13,402+1.6% |