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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 | $39,772 | $82,032-51.5% | $123,106-67.7% | $59,632-33.3% |
| Participation rate | 27.6% | 83.2%-55.6pp | 86.8%-59.2pp | 68.7%-41.1pp |
| Annual return | -2.17% | 5.12%-7.3pp | 13.22%-15.4pp | 2041.32%-2043.5pp |
| Employer contribution / active EE | $220 | $3,297-93.3% | $5,151-95.7% | $2,203-90.0% |
| Participant deferral / active EE | $2,337 | $4,667-49.9% | $6,229-62.5% | $3,192-26.8% |
| Admin fee / account holder | $2,206 | $5,881-62.5% | $9,015-75.5% | $4,297-48.7% |