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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 | $35,787 | $47,944-25.4% | $67,834-47.2% | $62,881-43.1% |
| Participation rate | 34.7% | 61.1%-26.3pp | 68.8%-34.1pp | 69.3%-34.6pp |
| Annual return | 1.86% | 11.77%-9.9pp | 138.47%-136.6pp | 20.14%-18.3pp |
| Employer contribution / active EE | $208 | $1,562-86.7% | $2,403-91.3% | $2,281-90.9% |
| Participant deferral / active EE | $1,257 | $2,247-44.1% | $3,160-60.2% | $3,203-60.8% |
| Admin fee / account holder | $13,751 | $3,712+270.5% | $4,622+197.5% | $4,296+220.1% |