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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 | $39,551 | $58,312-32.2% | $86,656-54.4% | $71,529-44.7% |
| Participation rate | 31.1% | 65.0%-34.0pp | 71.7%-40.6pp | 67.9%-36.9pp |
| Annual return | 11.72% | 24.08%-12.4pp | 593.09%-581.4pp | 28.97%-17.3pp |
| Employer contribution / active EE | $278 | $2,576-89.2% | $3,025-90.8% | $2,590-89.3% |
| Participant deferral / active EE | $945 | $3,439-72.5% | $4,439-78.7% | $4,291-78.0% |
| Admin fee / account holder | $2,253 | $1,057+113.1% | $5,619-59.9% | $1,588+41.8% |