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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 | $29,232 | $98,766-70.4% | $149,730-80.5% | $79,852-63.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 8.70% | 27.43%-18.7pp | 276.70%-268.0pp | 31.72%-23.0pp |
| Employer contribution / active EE | $250 | $3,217-92.2% | $4,645-94.6% | $2,471-89.9% |
| Participant deferral / active EE | $3,123 | $5,681-45.0% | $6,843-54.4% | $3,740-16.5% |
| Admin fee / account holder | $3,093 | $6,052-48.9% | $9,310-66.8% | $5,306-41.7% |