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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 | $35,256 | $102,429-65.6% | $147,096-76.0% | $80,925-56.4% |
| Participation rate | 32.3% | 75.9%-43.6pp | 82.2%-49.9pp | 67.7%-35.4pp |
| Annual return | 10.23% | 135.02%-124.8pp | 419.75%-409.5pp | 35.65%-25.4pp |
| Employer contribution / active EE | $583 | $3,716-84.3% | $4,936-88.2% | $2,756-78.8% |
| Participant deferral / active EE | $4,243 | $6,649-36.2% | $8,071-47.4% | $4,299-1.3% |
| Admin fee / account holder | $3,906 | $7,957-50.9% | $13,005-70.0% | $6,940-43.7% |