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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 | $30,264 | $88,672-65.9% | $105,223-71.2% | $82,448-63.3% |
| Participation rate | 38.8% | 67.9%-29.1pp | 75.0%-36.2pp | 68.1%-29.3pp |
| Annual return | -0.56% | 30.86%-31.4pp | 180.65%-181.2pp | 41.64%-42.2pp |
| Employer contribution / active EE | $713 | $3,048-76.6% | $3,689-80.7% | $2,551-72.1% |
| Participant deferral / active EE | $2,330 | $4,036-42.3% | $5,072-54.1% | $4,139-43.7% |
| Admin fee / account holder | $3,029 | $7,146-57.6% | $8,859-65.8% | $7,234-58.1% |