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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 | $33,412 | $69,977-52.3% | $108,582-69.2% | $62,881-46.9% |
| Participation rate | 61.8% | 72.9%-11.1pp | 79.6%-17.8pp | 69.3%-7.5pp |
| Annual return | 4.43% | 10.73%-6.3pp | -51.70%+56.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $224 | $2,135-89.5% | $3,758-94.0% | $2,281-90.2% |
| Participant deferral / active EE | $1,472 | $3,165-53.5% | $4,311-65.9% | $3,203-54.0% |
| Admin fee / account holder | $10,979 | $5,076+116.3% | $7,645+43.6% | $4,296+155.6% |