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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 | $40,752 | $48,011-15.1% | $63,803-36.1% | $82,637-50.7% |
| Participation rate | 28.6% | 66.6%-38.0pp | 72.7%-44.1pp | 68.1%-39.5pp |
| Annual return | 9.39% | 19.84%-10.5pp | 543.72%-534.3pp | 53.51%-44.1pp |
| Employer contribution / active EE | $132 | $1,904-93.1% | $2,532-94.8% | $2,552-94.8% |
| Participant deferral / active EE | $1,611 | $2,846-43.4% | $3,843-58.1% | $4,126-61.0% |
| Admin fee / account holder | $5,579 | $3,873+44.0% | $5,196+7.4% | $7,339-24.0% |