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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 | $29,849 | $55,889-46.6% | $76,119-60.8% | $80,935-63.1% |
| Participation rate | 35.8% | 62.1%-26.3pp | 69.1%-33.3pp | 67.7%-31.9pp |
| Annual return | 9.71% | 20.58%-10.9pp | 361.25%-351.5pp | 35.66%-26.0pp |
| Employer contribution / active EE | $226 | $1,866-87.9% | $2,693-91.6% | $2,757-91.8% |
| Participant deferral / active EE | $1,623 | $3,051-46.8% | $4,259-61.9% | $4,299-62.2% |
| Admin fee / account holder | $2,995 | $5,241-42.9% | $6,421-53.4% | $6,924-56.7% |