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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 | $35,421 | $91,179-61.2% | $178,499-80.2% | $79,852-55.6% |
| Participation rate | 26.0% | 69.2%-43.2pp | 81.9%-55.9pp | 69.6%-43.6pp |
| Annual return | 2.86% | 24.19%-21.3pp | 151.10%-148.2pp | 31.72%-28.9pp |
| Employer contribution / active EE | $323 | $3,256-90.1% | $5,011-93.6% | $2,471-86.9% |
| Participant deferral / active EE | $1,244 | $3,236-61.6% | $5,202-76.1% | $3,740-66.7% |
| Admin fee / account holder | $364 | $6,749-94.6% | $13,986-97.4% | $5,306-93.1% |