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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 | $40,418 | $44,425-9.0% | $67,834-40.4% | $55,167-26.7% |
| Participation rate | 25.0% | 59.7%-34.7pp | 68.8%-43.8pp | 69.0%-44.0pp |
| Annual return | 4.73% | 17.80%-13.1pp | 138.47%-133.7pp | 169.23%-164.5pp |
| Employer contribution / active EE | $165 | $1,351-87.8% | $2,403-93.1% | $1,963-91.6% |
| Participant deferral / active EE | $958 | $2,166-55.8% | $3,160-69.7% | $3,054-68.6% |
| Admin fee / account holder | $407 | $530-23.3% | $4,622-91.2% | $504-19.3% |