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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 | $33,219 | $51,638-35.7% | $68,368-51.4% | $82,448-59.7% |
| Participation rate | 20.9% | 63.6%-42.7pp | 73.8%-52.8pp | 68.1%-47.1pp |
| Annual return | 9.82% | 37.53%-27.7pp | 292.57%-282.8pp | 41.64%-31.8pp |
| Employer contribution / active EE | $198 | $2,047-90.3% | $2,649-92.5% | $2,551-92.2% |
| Participant deferral / active EE | $1,248 | $2,914-57.2% | $4,123-69.7% | $4,139-69.9% |
| Admin fee / account holder | $49,689 | $4,643+970.1% | $5,150+864.9% | $7,234+586.9% |