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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 | $35,465 | $53,777-34.1% | $134,155-73.6% | $79,858-55.6% |
| Participation rate | 28.6% | 58.8%-30.2pp | 72.2%-43.6pp | 69.6%-41.1pp |
| Annual return | 8.77% | 19.01%-10.2pp | 36.34%-27.6pp | 31.72%-22.9pp |
| Employer contribution / active EE | $126 | $1,321-90.5% | $3,705-96.6% | $2,471-94.9% |
| Participant deferral / active EE | $1,263 | $2,420-47.8% | $3,500-63.9% | $3,740-66.2% |
| Admin fee / account holder | $31,179 | $3,984+682.6% | $6,685+366.4% | $5,306+487.6% |