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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 | $35,435 | $79,449-55.4% | $189,575-81.3% | $85,847-58.7% |
| Participation rate | 50.0% | 66.0%-16.0pp | 78.4%-28.4pp | 69.3%-19.3pp |
| Annual return | 8.79% | 18.45%-9.7pp | 64.19%-55.4pp | 318.61%-309.8pp |
| Employer contribution / active EE | $249 | $2,081-88.0% | $4,412-94.4% | $2,565-90.3% |
| Participant deferral / active EE | $1,961 | $4,051-51.6% | $6,174-68.2% | $3,952-50.4% |
| Admin fee / account holder | $37,598 | $5,377+599.2% | $9,806+283.4% | $6,261+500.5% |