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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 | $31,882 | $111,878-71.5% | $93,727-66.0% | $145,897-78.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 6.85% | 204.28%-197.4pp | 133.83%-127.0pp | 552.29%-545.4pp |
| Employer contribution / active EE | $240 | $3,092-92.2% | $2,421-90.1% | $4,663-94.9% |
| Participant deferral / active EE | $1,809 | $4,920-63.2% | $4,417-59.0% | $6,689-73.0% |
| Admin fee / account holder | $18,676 | $10,256+82.1% | $8,292+125.2% | $13,390+39.5% |