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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 | $41,263 | $65,082-36.6% | $81,367-49.3% | $59,633-30.8% |
| Participation rate | 29.3% | 76.0%-46.6pp | 82.3%-53.0pp | 68.7%-39.4pp |
| Annual return | -3.08% | 1.16%-4.2pp | -0.92%-2.2pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $604 | $2,934-79.4% | $3,930-84.6% | $2,203-72.6% |
| Participant deferral / active EE | $1,748 | $4,083-57.2% | $5,383-67.5% | $3,192-45.2% |
| Admin fee / account holder | $1,553 | $7,582-79.5% | $8,926-82.6% | $4,297-63.9% |