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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 | $30,201 | $117,895-74.4% | $102,460-70.5% | $145,897-79.3% |
| Participation rate | 31.3% | 78.6%-47.4pp | 76.5%-45.3pp | 80.3%-49.1pp |
| Annual return | -1.20% | 31.92%-33.1pp | 29.47%-30.7pp | 552.29%-553.5pp |
| Employer contribution / active EE | $510 | $3,619-85.9% | $3,025-83.1% | $4,663-89.1% |
| Participant deferral / active EE | $2,725 | $5,736-52.5% | $5,056-46.1% | $6,689-59.3% |
| Admin fee / account holder | $2,465 | $13,353-81.5% | $9,460-73.9% | $13,390-81.6% |