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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 | $32,314 | $104,251-69.0% | $91,004-64.5% | $147,586-78.1% |
| Participation rate | 53.3% | 78.2%-24.9pp | 75.6%-22.3pp | 82.8%-29.5pp |
| Annual return | 8.36% | 27.06%-18.7pp | 4.60%+3.8pp | 578.59%-570.2pp |
| Employer contribution / active EE | $120 | $3,116-96.2% | $2,456-95.1% | $4,876-97.5% |
| Participant deferral / active EE | $1,253 | $4,195-70.1% | $3,548-64.7% | $5,439-77.0% |
| Admin fee / account holder | $3,366 | $8,948-62.4% | $5,417-37.9% | $10,886-69.1% |