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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 | $33,835 | $73,988-54.3% | $96,538-65.0% | $75,177-55.0% |
| Participation rate | 65.2% | 66.4%-1.2pp | 74.3%-9.1pp | 67.2%-2.0pp |
| Annual return | 10.83% | 26.73%-15.9pp | 35.74%-24.9pp | 160.75%-149.9pp |
| Employer contribution / active EE | $111 | $2,930-96.2% | $3,740-97.0% | $2,671-95.8% |
| Participant deferral / active EE | $1,635 | $3,660-55.3% | $4,880-66.5% | $4,126-60.4% |
| Admin fee / account holder | $27,137 | $5,220+419.9% | $6,737+302.8% | $5,651+380.2% |