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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 | $33,036 | $63,346-47.8% | $92,239-64.2% | $70,124-52.9% |
| Participation rate | 49.1% | 68.7%-19.6pp | 76.5%-27.4pp | 69.5%-20.4pp |
| Annual return | 11.24% | 530.19%-518.9pp | 176.29%-165.0pp | 73.14%-61.9pp |
| Employer contribution / active EE | $363 | $2,471-85.3% | $3,680-90.1% | $2,342-84.5% |
| Participant deferral / active EE | $1,243 | $2,854-56.5% | $3,897-68.1% | $3,332-62.7% |
| Admin fee / account holder | $371 | $3,841-90.3% | $5,194-92.9% | $4,645-92.0% |