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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 | $37,233 | $72,177-48.4% | $115,038-67.6% | $59,633-37.6% |
| Participation rate | 63.6% | 72.6%-8.9pp | 81.4%-17.7pp | 68.7%-5.0pp |
| Annual return | -3.55% | 12.02%-15.6pp | 26.14%-29.7pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $203 | $2,841-92.9% | $4,608-95.6% | $2,203-90.8% |
| Participant deferral / active EE | $2,729 | $4,783-42.9% | $6,026-54.7% | $3,192-14.5% |
| Admin fee / account holder | $1,735 | $4,927-64.8% | $8,175-78.8% | $4,297-59.6% |