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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 | $36,544 | $84,236-56.6% | $170,435-78.6% | $70,126-47.9% |
| Participation rate | 35.7% | 70.8%-35.1pp | 83.6%-47.9pp | 69.5%-33.8pp |
| Annual return | 8.03% | 23.06%-15.0pp | 205.94%-197.9pp | 73.15%-65.1pp |
| Employer contribution / active EE | $159 | $3,387-95.3% | $5,432-97.1% | $2,343-93.2% |
| Participant deferral / active EE | $962 | $3,086-68.8% | $4,939-80.5% | $3,332-71.1% |
| Admin fee / account holder | $3,291 | $5,698-42.2% | $13,881-76.3% | $4,645-29.2% |