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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 | $34,811 | $45,123-22.9% | $85,240-59.2% | $74,478-53.3% |
| Participation rate | 8.0% | 49.4%-41.4pp | 67.5%-59.5pp | 67.2%-59.2pp |
| Annual return | 10.01% | 26.32%-16.3pp | 66.75%-56.7pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $172 | $1,459-88.2% | $2,735-93.7% | $2,626-93.5% |
| Participant deferral / active EE | $685 | $2,736-75.0% | $4,527-84.9% | $4,350-84.3% |
| Admin fee / account holder | $410 | $2,215-81.5% | $6,165-93.4% | $1,946-78.9% |