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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 | $29,955 | $52,884-43.4% | $84,753-64.7% | $55,167-45.7% |
| Participation rate | 40.1% | 67.5%-27.4pp | 76.6%-36.4pp | 69.0%-28.8pp |
| Annual return | 3.50% | 18.03%-14.5pp | 22.78%-19.3pp | 169.23%-165.7pp |
| Employer contribution / active EE | $226 | $2,233-89.9% | $3,574-93.7% | $1,963-88.5% |
| Participant deferral / active EE | $1,173 | $2,644-55.6% | $3,712-68.4% | $3,054-61.6% |
| Admin fee / account holder | $2,860 | $581+392.5% | $5,333-46.4% | $504+467.6% |