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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 | $34,082 | $58,275-41.5% | $81,844-58.4% | $80,935-57.9% |
| Participation rate | 28.6% | 63.5%-34.9pp | 72.4%-43.8pp | 67.7%-39.1pp |
| Annual return | 8.54% | 41.82%-33.3pp | 778.87%-770.3pp | 35.66%-27.1pp |
| Employer contribution / active EE | $85 | $2,346-96.4% | $2,916-97.1% | $2,757-96.9% |
| Participant deferral / active EE | $1,085 | $3,285-67.0% | $4,323-74.9% | $4,299-74.8% |
| Admin fee / account holder | $3,161 | $4,749-33.4% | $7,355-57.0% | $6,924-54.3% |