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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 | $30,211 | $112,729-73.2% | $98,716-69.4% | $137,256-78.0% |
| Participation rate | 9.5% | 74.2%-64.7pp | 69.3%-59.8pp | 80.0%-70.4pp |
| Annual return | 7.59% | 38.48%-30.9pp | 31.81%-24.2pp | 220.34%-212.8pp |
| Employer contribution / active EE | $191 | $2,725-93.0% | $2,279-91.6% | $4,156-95.4% |
| Participant deferral / active EE | $1,547 | $4,640-66.7% | $4,048-61.8% | $6,407-75.9% |
| Admin fee / account holder | $47,260 | $10,129+366.6% | $8,703+443.0% | $12,270+285.2% |