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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 | $35,845 | $55,930-35.9% | $76,089-52.9% | $80,925-55.7% |
| Participation rate | 63.2% | 62.1%+1.1pp | 69.1%-5.9pp | 67.7%-4.5pp |
| Annual return | 7.51% | 20.58%-13.1pp | 360.94%-353.4pp | 35.65%-28.1pp |
| Employer contribution / active EE | $18 | $1,866-99.0% | $2,690-99.3% | $2,756-99.3% |
| Participant deferral / active EE | $2,533 | $3,051-17.0% | $4,259-40.5% | $4,299-41.1% |
| Admin fee / account holder | $36,462 | $5,241+595.8% | $6,418+468.1% | $6,940+425.4% |