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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 | $31,728 | $111,535-71.6% | $105,223-69.8% | $137,256-76.9% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 80.0%-60.0pp |
| Annual return | 10.58% | 237.85%-227.3pp | 180.65%-170.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $451 | $3,939-88.5% | $3,689-87.8% | $4,156-89.1% |
| Participant deferral / active EE | $3,615 | $5,500-34.3% | $5,072-28.7% | $6,407-43.6% |
| Admin fee / account holder | $39,899 | $9,721+310.4% | $8,859+350.4% | $12,270+225.2% |