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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 | $35,647 | $22,602+57.7% | $65,566-45.6% | $75,173-52.6% |
| Participation rate | 29.7% | 63.1%-33.3pp | 64.9%-35.2pp | 67.2%-37.5pp |
| Annual return | 12.67% | 71.13%-58.5pp | 47.40%-34.7pp | 160.72%-148.0pp |
| Employer contribution / active EE | $165 | $941-82.5% | $1,692-90.3% | $2,671-93.8% |
| Participant deferral / active EE | $951 | $1,695-43.9% | $2,832-66.4% | $4,126-76.9% |
| Admin fee / account holder | $5,214 | $1,877+177.7% | $4,114+26.7% | $5,651-7.7% |