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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 | $34,064 | $98,776-65.5% | $149,745-77.3% | $79,856-57.3% |
| Participation rate | 25.9% | 75.8%-49.9pp | 82.5%-56.6pp | 69.6%-43.7pp |
| Annual return | 2.48% | 27.38%-24.9pp | 276.72%-274.2pp | 31.71%-29.2pp |
| Employer contribution / active EE | $420 | $3,217-86.9% | $4,646-90.9% | $2,471-83.0% |
| Participant deferral / active EE | $2,446 | $5,681-56.9% | $6,843-64.3% | $3,741-34.6% |
| Admin fee / account holder | $18,345 | $6,053+203.1% | $9,312+97.0% | $5,306+245.7% |