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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 | $39,422 | $106,905-63.1% | $84,020-53.1% | $152,885-74.2% |
| Participation rate | 43.8% | 75.2%-31.5pp | 69.0%-25.3pp | 82.5%-38.7pp |
| Annual return | 1.04% | 105.00%-104.0pp | 71.31%-70.3pp | 345.39%-344.3pp |
| Employer contribution / active EE | $205 | $2,735-92.5% | $1,984-89.7% | $4,763-95.7% |
| Participant deferral / active EE | $2,602 | $4,012-35.1% | $3,239-19.7% | $5,851-55.5% |
| Admin fee / account holder | $9,782 | $8,287+18.0% | $6,101+60.3% | $11,598-15.7% |