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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 | $32,787 | $54,717-40.1% | $86,209-62.0% | $71,495-54.1% |
| Participation rate | 49.6% | 60.1%-10.5pp | 69.0%-19.3pp | 67.9%-18.3pp |
| Annual return | 13.29% | 20.07%-6.8pp | 1169.05%-1155.8pp | 28.85%-15.6pp |
| Employer contribution / active EE | $297 | $1,267-76.6% | $2,381-87.5% | $2,589-88.5% |
| Participant deferral / active EE | $2,267 | $3,110-27.1% | $3,986-43.1% | $4,291-47.2% |
| Admin fee / account holder | $2,772 | $1,922+44.2% | $6,853-59.6% | $1,588+74.6% |