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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 | $34,962 | $99,079-64.7% | $78,002-55.2% | $273,972-87.2% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.5%-13.0pp | 83.0%-20.5pp |
| Annual return | 0.91% | 217.93%-217.0pp | 425.99%-425.1pp | 41.46%-40.5pp |
| Employer contribution / active EE | $290 | $3,308-91.2% | $2,470-88.3% | $4,869-94.1% |
| Participant deferral / active EE | $1,939 | $4,306-55.0% | $3,497-44.5% | $5,287-63.3% |
| Admin fee / account holder | $1,157 | $8,954-87.1% | $5,481-78.9% | $10,133-88.6% |