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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 | $27,311 | $77,638-64.8% | $156,551-82.6% | $62,881-56.6% |
| Participation rate | 36.9% | 71.2%-34.3pp | 84.0%-47.1pp | 69.3%-32.4pp |
| Annual return | 4.13% | 50.33%-46.2pp | 32.23%-28.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $313 | $3,444-90.9% | $5,501-94.3% | $2,281-86.3% |
| Participant deferral / active EE | $922 | $3,046-69.7% | $4,871-81.1% | $3,203-71.2% |
| Admin fee / account holder | $3,022 | $5,561-45.7% | $13,028-76.8% | $4,296-29.6% |