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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 | $32,983 | $78,707-58.1% | $117,861-72.0% | $70,126-53.0% |
| Participation rate | 59.4% | 73.2%-13.8pp | 79.7%-20.3pp | 69.5%-10.2pp |
| Annual return | 3.33% | 23.30%-20.0pp | 335.11%-331.8pp | 73.15%-69.8pp |
| Employer contribution / active EE | $443 | $2,223-80.1% | $3,786-88.3% | $2,343-81.1% |
| Participant deferral / active EE | $1,773 | $3,297-46.2% | $4,482-60.5% | $3,332-46.8% |
| Admin fee / account holder | $2,421 | $5,066-52.2% | $8,021-69.8% | $4,645-47.9% |