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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 | $41,837 | $71,215-41.3% | $93,696-55.3% | $80,935-48.3% |
| Participation rate | 28.6% | 60.4%-31.8pp | 68.7%-40.1pp | 67.7%-39.1pp |
| Annual return | 4.05% | 11.27%-7.2pp | 133.74%-129.7pp | 35.66%-31.6pp |
| Employer contribution / active EE | $205 | $1,565-86.9% | $2,422-91.5% | $2,757-92.6% |
| Participant deferral / active EE | $1,635 | $4,037-59.5% | $4,417-63.0% | $4,299-62.0% |
| Admin fee / account holder | $1,857 | $6,958-73.3% | $8,287-77.6% | $6,924-73.2% |