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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 | $81,262-56.9% | $155,602-77.5% | $80,911-56.7% |
| Participation rate | 22.8% | 66.2%-43.4pp | 78.2%-55.4pp | 67.6%-44.8pp |
| Annual return | 9.40% | 33.34%-23.9pp | 64.81%-55.4pp | 35.63%-26.2pp |
| Employer contribution / active EE | $58 | $3,102-98.1% | $4,675-98.8% | $2,756-97.9% |
| Participant deferral / active EE | $1,389 | $3,451-59.7% | $5,629-75.3% | $4,297-67.7% |
| Admin fee / account holder | $6,934 | $7,992-13.2% | $15,923-56.5% | $6,9350% |