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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 | $102,385-65.6% | $147,080-76.0% | $80,935-56.4% |
| Participation rate | 32.3% | 75.9%-43.6pp | 82.2%-49.9pp | 67.7%-35.4pp |
| Annual return | 10.23% | 135.09%-124.9pp | 420.17%-409.9pp | 35.66%-25.4pp |
| Employer contribution / active EE | $583 | $3,717-84.3% | $4,933-88.2% | $2,757-78.8% |
| Participant deferral / active EE | $4,243 | $6,651-36.2% | $8,066-47.4% | $4,299-1.3% |
| Admin fee / account holder | $3,906 | $7,951-50.9% | $12,989-69.9% | $6,924-43.6% |