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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 | $39,500 | $111,814-64.7% | $103,378-61.8% | $145,978-72.9% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 4.84% | 24.80%-20.0pp | 24.91%-20.1pp | 550.52%-545.7pp |
| Employer contribution / active EE | $708 | $4,215-83.2% | $3,870-81.7% | $4,662-84.8% |
| Participant deferral / active EE | $2,881 | $5,618-48.7% | $5,058-43.0% | $6,690-56.9% |
| Admin fee / account holder | $2,034 | $9,764-79.2% | $8,401-75.8% | $13,400-84.8% |