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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 | $20,999 | $72,177-70.9% | $115,038-81.7% | $59,633-64.8% |
| Participation rate | 35.2% | 72.6%-37.4pp | 81.4%-46.2pp | 68.7%-33.5pp |
| Annual return | -3.46% | 12.02%-15.5pp | 26.14%-29.6pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $352 | $2,841-87.6% | $4,608-92.4% | $2,203-84.0% |
| Participant deferral / active EE | $3,160 | $4,783-33.9% | $6,026-47.6% | $3,192-1.0% |
| Admin fee / account holder | $6,994 | $4,927+42.0% | $8,175-14.4% | $4,297+62.8% |