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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 | $35,755 | $58,895-39.3% | $178,503-80.0% | $73,497-51.4% |
| Participation rate | 48.7% | 66.2%-17.5pp | 81.9%-33.2pp | 70.7%-22.0pp |
| Annual return | 4.83% | 24.86%-20.0pp | 151.12%-146.3pp | 28.51%-23.7pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,331 | $2,567-9.2% | $5,202-55.2% | $3,740-37.7% |
| Admin fee / account holder | $959 | $400+139.4% | $13,987-93.1% | $513+86.8% |