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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 | $36,173 | $72,177-49.9% | $115,038-68.6% | $59,633-39.3% |
| Participation rate | 28.6% | 72.6%-44.0pp | 81.4%-52.8pp | 68.7%-40.1pp |
| Annual return | -2.71% | 12.02%-14.7pp | 26.14%-28.9pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $149 | $2,841-94.7% | $4,608-96.8% | $2,203-93.2% |
| Participant deferral / active EE | $2,030 | $4,783-57.5% | $6,026-66.3% | $3,192-36.4% |
| Admin fee / account holder | $4,262 | $4,927-13.5% | $8,175-47.9% | $4,297-0.8% |