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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 | $33,725 | $52,450-35.7% | $129,295-73.9% | $74,546-54.8% |
| Participation rate | 41.7% | 53.8%-12.2pp | 69.6%-28.0pp | 67.2%-25.5pp |
| Annual return | 8.07% | 15.65%-7.6pp | 9429.28%-9421.2pp | 1366.03%-1358.0pp |
| Employer contribution / active EE | $345 | $1,532-77.5% | $4,157-91.7% | $2,624-86.9% |
| Participant deferral / active EE | $1,082 | $2,797-61.3% | $4,169-74.1% | $4,347-75.1% |
| Admin fee / account holder | $535 | $2,636-79.7% | $7,665-93.0% | $1,944-72.5% |