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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 | $29,224 | $84,236-65.3% | $170,435-82.9% | $70,126-58.3% |
| Participation rate | 33.3% | 70.8%-37.5pp | 83.6%-50.3pp | 69.5%-36.2pp |
| Annual return | 12.00% | 23.06%-11.1pp | 205.94%-193.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $291 | $3,387-91.4% | $5,432-94.6% | $2,343-87.6% |
| Participant deferral / active EE | $1,723 | $3,086-44.1% | $4,939-65.1% | $3,332-48.3% |
| Admin fee / account holder | $1,387 | $5,698-75.7% | $13,881-90.0% | $4,645-70.1% |