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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 | $38,542 | $53,837-28.4% | $75,717-49.1% | $85,856-55.1% |
| Participation rate | 32.8% | 69.1%-36.2pp | 74.8%-42.0pp | 69.3%-36.5pp |
| Annual return | 11.16% | 24.54%-13.4pp | 104.58%-93.4pp | 318.58%-307.4pp |
| Employer contribution / active EE | $215 | $2,017-89.4% | $2,743-92.2% | $2,565-91.6% |
| Participant deferral / active EE | $1,042 | $2,895-64.0% | $3,821-72.7% | $3,952-73.6% |
| Admin fee / account holder | $1,707 | $3,341-48.9% | $3,619-52.8% | $6,261-72.7% |