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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 | $111,787-71.5% | $93,681-66.0% | $145,978-78.2% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 6.85% | 203.52%-196.7pp | 133.47%-126.6pp | 550.52%-543.7pp |
| Employer contribution / active EE | $240 | $3,093-92.2% | $2,422-90.1% | $4,662-94.9% |
| Participant deferral / active EE | $1,809 | $4,918-63.2% | $4,415-59.0% | $6,690-73.0% |
| Admin fee / account holder | $18,676 | $10,256+82.1% | $8,290+125.3% | $13,400+39.4% |