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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 | $72,071-55.7% | $68,368-53.3% | $137,256-76.7% |
| Participation rate | 35.3% | 76.2%-40.9pp | 73.8%-38.5pp | 80.0%-44.7pp |
| Annual return | 11.05% | 353.14%-342.1pp | 292.57%-281.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $353 | $2,788-87.3% | $2,649-86.7% | $4,156-91.5% |
| Participant deferral / active EE | $1,215 | $4,410-72.5% | $4,123-70.5% | $6,407-81.0% |
| Admin fee / account holder | $4,254 | $5,336-20.3% | $5,150-17.4% | $12,270-65.3% |