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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 | $27,834 | $52,678-47.2% | $75,784-63.3% | $59,633-53.3% |
| Participation rate | 39.1% | 67.2%-28.1pp | 75.8%-36.7pp | 68.7%-29.5pp |
| Annual return | -4.59% | 2.95%-7.5pp | 9.68%-14.3pp | 2041.40%-2046.0pp |
| Employer contribution / active EE | $213 | $2,193-90.3% | $3,323-93.6% | $2,203-90.3% |
| Participant deferral / active EE | $1,421 | $2,591-45.2% | $3,652-61.1% | $3,192-55.5% |
| Admin fee / account holder | $1,239 | $3,610-65.7% | $5,300-76.6% | $4,297-71.2% |