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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 | $36,059 | $110,337-67.3% | $102,383-64.8% | $145,877-75.3% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 3.24% | 24.83%-21.6pp | 24.94%-21.7pp | 551.28%-548.0pp |
| Employer contribution / active EE | $455 | $4,216-89.2% | $3,870-88.2% | $4,663-90.2% |
| Participant deferral / active EE | $2,049 | $5,621-63.5% | $5,060-59.5% | $6,691-69.4% |
| Admin fee / account holder | $36,316 | $9,750+272.5% | $8,391+332.8% | $13,402+171.0% |