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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 | $52,507-35.8% | $129,406-73.9% | $74,478-54.7% |
| Participation rate | 41.7% | 53.9%-12.2pp | 69.6%-28.0pp | 67.2%-25.6pp |
| Annual return | 8.07% | 15.64%-7.6pp | 9468.18%-9460.1pp | 1370.56%-1362.5pp |
| Employer contribution / active EE | $345 | $1,534-77.5% | $4,155-91.7% | $2,626-86.9% |
| Participant deferral / active EE | $1,082 | $2,801-61.4% | $4,167-74.0% | $4,350-75.1% |
| Admin fee / account holder | $535 | $2,639-79.7% | $7,689-93.0% | $1,946-72.5% |