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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 | $31,948 | $70,366-54.6% | $66,674-52.1% | $138,895-77.0% |
| Participation rate | 35.3% | 76.2%-40.9pp | 73.7%-38.4pp | 79.9%-44.6pp |
| Annual return | 11.05% | 386.41%-375.4pp | 321.24%-310.2pp | 145.39%-134.3pp |
| Employer contribution / active EE | $353 | $2,765-87.2% | $2,620-86.5% | $4,194-91.6% |
| Participant deferral / active EE | $1,215 | $4,374-72.2% | $4,084-70.3% | $6,396-81.0% |
| Admin fee / account holder | $4,254 | $5,262-19.2% | $5,098-16.6% | $12,562-66.1% |