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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 | $33,521 | $81,262-58.7% | $155,602-78.5% | $80,911-58.6% |
| Participation rate | 22.0% | 66.2%-44.2pp | 78.2%-56.2pp | 67.6%-45.6pp |
| Annual return | 8.28% | 33.34%-25.1pp | 64.81%-56.5pp | 35.63%-27.4pp |
| Employer contribution / active EE | $210 | $3,102-93.2% | $4,675-95.5% | $2,756-92.4% |
| Participant deferral / active EE | $948 | $3,451-72.5% | $5,629-83.2% | $4,297-77.9% |
| Admin fee / account holder | $18,812 | $7,992+135.4% | $15,923+18.1% | $6,935+171.3% |