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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 | $35,953 | $95,406-62.3% | $185,849-80.7% | $85,847-58.1% |
| Participation rate | 20.5% | 68.8%-48.3pp | 81.7%-61.3pp | 69.3%-48.9pp |
| Annual return | 10.40% | 23.59%-13.2pp | 122.10%-111.7pp | 318.61%-308.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,414 | $3,424-58.7% | $5,569-74.6% | $3,952-64.2% |
| Admin fee / account holder | $876 | $7,214-87.9% | $16,244-94.6% | $6,261-86.0% |