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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 | $30,771 | $84,236-63.5% | $170,435-81.9% | $70,126-56.1% |
| Participation rate | 52.9% | 70.8%-18.0pp | 83.6%-30.7pp | 69.5%-16.7pp |
| Annual return | 11.98% | 23.06%-11.1pp | 205.94%-194.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $240 | $3,387-92.9% | $5,432-95.6% | $2,343-89.7% |
| Participant deferral / active EE | $1,991 | $3,086-35.5% | $4,939-59.7% | $3,332-40.2% |
| Admin fee / account holder | $8,514 | $5,698+49.4% | $13,881-38.7% | $4,645+83.3% |