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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 | $35,508 | $80,983-56.2% | $96,544-63.2% | $75,177-52.8% |
| Participation rate | 58.9% | 71.8%-12.8pp | 76.0%-17.0pp | 67.2%-8.3pp |
| Annual return | -5.49% | 27.05%-32.5pp | 25.88%-31.4pp | 160.75%-166.2pp |
| Employer contribution / active EE | $343 | $2,282-85.0% | $2,966-88.4% | $2,671-87.2% |
| Participant deferral / active EE | $1,797 | $3,929-54.3% | $4,851-63.0% | $4,126-56.4% |
| Admin fee / account holder | $9,059 | $6,717+34.9% | $8,254+9.8% | $5,651+60.3% |