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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 | $30,862 | $48,053-35.8% | $84,623-63.5% | $72,983-57.7% |
| Participation rate | 39.7% | 57.6%-17.9pp | 68.2%-28.6pp | 69.5%-29.8pp |
| Annual return | 17.68% | 37.39%-19.7pp | 258.77%-241.1pp | 81.01%-63.3pp |
| Employer contribution / active EE | $199 | $1,602-87.6% | $2,652-92.5% | $2,440-91.9% |
| Participant deferral / active EE | $1,295 | $2,681-51.7% | $3,899-66.8% | $3,608-64.1% |
| Admin fee / account holder | $676 | $3,395-80.1% | $4,913-86.2% | $5,124-86.8% |