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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 | $35,019 | $81,331-56.9% | $155,534-77.5% | $80,935-56.7% |
| Participation rate | 22.8% | 66.3%-43.4pp | 78.2%-55.4pp | 67.7%-44.9pp |
| Annual return | 9.40% | 33.37%-24.0pp | 64.92%-55.5pp | 35.66%-26.3pp |
| Employer contribution / active EE | $58 | $3,105-98.1% | $4,675-98.8% | $2,757-97.9% |
| Participant deferral / active EE | $1,389 | $3,454-59.8% | $5,630-75.3% | $4,299-67.7% |
| Admin fee / account holder | $6,934 | $7,999-13.3% | $15,900-56.4% | $6,924+0.1% |