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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 | $37,725 | $102,429-63.2% | $147,096-74.4% | $80,925-53.4% |
| Participation rate | 63.6% | 75.9%-12.2pp | 82.2%-18.5pp | 67.7%-4.0pp |
| Annual return | 10.91% | 135.02%-124.1pp | 419.75%-408.8pp | 35.65%-24.7pp |
| Employer contribution / active EE | $251 | $3,716-93.2% | $4,936-94.9% | $2,756-90.9% |
| Participant deferral / active EE | $2,783 | $6,649-58.1% | $8,071-65.5% | $4,299-35.3% |
| Admin fee / account holder | $669 | $7,957-91.6% | $13,005-94.9% | $6,940-90.4% |