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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 | $38,761 | $60,165-35.6% | $74,184-47.7% | $55,167-29.7% |
| Participation rate | 52.9% | 74.2%-21.2pp | 76.6%-23.7pp | 69.0%-16.0pp |
| Annual return | 4.55% | 10.00%-5.4pp | 17.74%-13.2pp | 169.23%-164.7pp |
| Employer contribution / active EE | $263 | $1,600-83.6% | $2,370-88.9% | $1,963-86.6% |
| Participant deferral / active EE | $2,080 | $2,973-30.0% | $3,550-41.4% | $3,054-31.9% |
| Admin fee / account holder | $6,009 | $419+1333.0% | $5,586+7.6% | $504+1092.4% |