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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 | $35,171 | $85,766-59.0% | $136,298-74.2% | $70,126-49.8% |
| Participation rate | 53.1% | 74.2%-21.0pp | 81.9%-28.8pp | 69.5%-16.4pp |
| Annual return | 10.64% | 31.46%-20.8pp | 5156.27%-5145.6pp | 73.15%-62.5pp |
| Employer contribution / active EE | $340 | $2,966-88.5% | $4,696-92.8% | $2,343-85.5% |
| Participant deferral / active EE | $2,627 | $5,051-48.0% | $6,247-58.0% | $3,332-21.2% |
| Admin fee / account holder | $1,077 | $5,421-80.1% | $9,244-88.3% | $4,645-76.8% |