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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 | $37,198 | $69,977-46.8% | $108,582-65.7% | $62,881-40.8% |
| Participation rate | 46.9% | 72.9%-26.0pp | 79.6%-32.7pp | 69.3%-22.4pp |
| Annual return | 3.45% | 10.73%-7.3pp | -51.70%+55.2pp | 20.14%-16.7pp |
| Employer contribution / active EE | $304 | $2,135-85.8% | $3,758-91.9% | $2,281-86.7% |
| Participant deferral / active EE | $1,650 | $3,165-47.9% | $4,311-61.7% | $3,203-48.5% |
| Admin fee / account holder | $2,328 | $5,076-54.1% | $7,645-69.6% | $4,296-45.8% |