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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 | $111,814-67.8% | $103,378-65.1% | $145,978-75.3% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 3.24% | 24.80%-21.6pp | 24.91%-21.7pp | 550.52%-547.3pp |
| Employer contribution / active EE | $455 | $4,215-89.2% | $3,870-88.2% | $4,662-90.2% |
| Participant deferral / active EE | $2,049 | $5,618-63.5% | $5,058-59.5% | $6,690-69.4% |
| Admin fee / account holder | $36,316 | $9,764+271.9% | $8,401+332.3% | $13,400+171.0% |