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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 | $40,204 | $65,027-38.2% | $90,970-55.8% | $79,852-49.7% |
| Participation rate | 43.7% | 61.6%-17.9pp | 69.0%-25.4pp | 69.6%-26.0pp |
| Annual return | 7.62% | 30.45%-22.8pp | 134.58%-127.0pp | 31.72%-24.1pp |
| Employer contribution / active EE | $83 | $1,247-93.3% | $2,122-96.1% | $2,471-96.6% |
| Participant deferral / active EE | $2,207 | $2,512-12.1% | $3,373-34.6% | $3,740-41.0% |
| Admin fee / account holder | $1,787 | $4,535-60.6% | $5,960-70.0% | $5,306-66.3% |