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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 | $35,463 | $57,590-38.4% | $86,233-58.9% | $82,448-57.0% |
| Participation rate | 10.9% | 57.9%-47.0pp | 69.0%-58.1pp | 68.1%-57.2pp |
| Annual return | 12.92% | 22.41%-9.5pp | 61.39%-48.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $122 | $1,655-92.6% | $2,504-95.1% | $2,551-95.2% |
| Participant deferral / active EE | $1,201 | $3,080-61.0% | $4,559-73.6% | $4,139-71.0% |
| Admin fee / account holder | $4,473 | $4,730-5.4% | $8,342-46.4% | $7,234-38.2% |