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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 | $32,794 | $65,364-49.8% | $92,909-64.7% | $72,975-55.1% |
| Participation rate | 48.1% | 68.3%-20.2pp | 76.0%-27.9pp | 69.5%-21.3pp |
| Annual return | 12.87% | 42.11%-29.2pp | 109.44%-96.6pp | 81.01%-68.1pp |
| Employer contribution / active EE | $3 | $2,594-99.9% | $3,653-99.9% | $2,440-99.9% |
| Participant deferral / active EE | $2,034 | $3,128-35.0% | $4,238-52.0% | $3,608-43.6% |
| Admin fee / account holder | $3,890 | $4,251-8.5% | $5,795-32.9% | $5,124-24.1% |