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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 | $31,858 | $71,215-55.3% | $93,696-66.0% | $80,935-60.6% |
| Participation rate | 21.3% | 60.4%-39.1pp | 68.7%-47.4pp | 67.7%-46.4pp |
| Annual return | 5.32% | 11.27%-6.0pp | 133.74%-128.4pp | 35.66%-30.3pp |
| Employer contribution / active EE | $234 | $1,565-85.0% | $2,422-90.3% | $2,757-91.5% |
| Participant deferral / active EE | $1,350 | $4,037-66.6% | $4,417-69.4% | $4,299-68.6% |
| Admin fee / account holder | $10,535 | $6,958+51.4% | $8,287+27.1% | $6,924+52.1% |