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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 | $28,657 | $55,889-48.7% | $76,119-62.4% | $80,935-64.6% |
| Participation rate | 32.6% | 62.1%-29.5pp | 69.1%-36.5pp | 67.7%-35.1pp |
| Annual return | 8.11% | 20.58%-12.5pp | 361.25%-353.1pp | 35.66%-27.6pp |
| Employer contribution / active EE | $211 | $1,866-88.7% | $2,693-92.2% | $2,757-92.4% |
| Participant deferral / active EE | $1,285 | $3,051-57.9% | $4,259-69.8% | $4,299-70.1% |
| Admin fee / account holder | $2,897 | $5,241-44.7% | $6,421-54.9% | $6,924-58.2% |