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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 | $40,311 | $99,345-59.4% | $84,753-52.4% | $273,972-85.3% |
| Participation rate | 58.3% | 80.7%-22.4pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | -9.42% | 22.93%-32.3pp | 22.78%-32.2pp | 41.46%-50.9pp |
| Employer contribution / active EE | $471 | $4,214-88.8% | $3,574-86.8% | $4,869-90.3% |
| Participant deferral / active EE | $2,147 | $4,270-49.7% | $3,712-42.2% | $5,287-59.4% |
| Admin fee / account holder | $685 | $6,645-89.7% | $5,333-87.2% | $10,133-93.2% |