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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 | $34,424 | $63,342-45.7% | $92,236-62.7% | $70,131-50.9% |
| Participation rate | 53.2% | 68.7%-15.5pp | 76.5%-23.3pp | 69.5%-16.3pp |
| Annual return | 9.49% | 530.15%-520.7pp | 176.29%-166.8pp | 73.14%-63.6pp |
| Employer contribution / active EE | $290 | $2,471-88.3% | $3,679-92.1% | $2,342-87.6% |
| Participant deferral / active EE | $1,782 | $2,854-37.6% | $3,897-54.3% | $3,332-46.5% |
| Admin fee / account holder | $12,616 | $3,840+228.5% | $5,194+142.9% | $4,645+171.6% |