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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 | $38,754 | $38,969-0.6% | $109,313-64.5% | $55,167-29.8% |
| Participation rate | 50.5% | 58.2%-7.7pp | 71.3%-20.8pp | 69.0%-18.5pp |
| Annual return | 5.26% | 8.26%-3.0pp | 22.07%-16.8pp | 169.23%-164.0pp |
| Employer contribution / active EE | $230 | $1,227-81.3% | $3,892-94.1% | $1,963-88.3% |
| Participant deferral / active EE | $1,182 | $2,176-45.7% | $3,166-62.7% | $3,054-61.3% |
| Admin fee / account holder | $4,323 | $501+762.8% | $5,666-23.7% | $504+757.9% |