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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 | $31,048 | $91,439-66.0% | $135,974-77.2% | $71,511-56.6% |
| Participation rate | 33.1% | 75.7%-42.6pp | 81.9%-48.9pp | 67.9%-34.9pp |
| Annual return | 13.85% | 29.90%-16.1pp | 68.30%-54.5pp | 28.86%-15.0pp |
| Employer contribution / active EE | $24 | $3,705-99.3% | $4,859-99.5% | $2,589-99.1% |
| Participant deferral / active EE | $3,156 | $7,093-55.5% | $7,760-59.3% | $4,291-26.5% |
| Admin fee / account holder | $2,326 | $1,267+83.6% | $10,767-78.4% | $1,588+46.4% |