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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 | $30,074 | $84,236-64.3% | $170,435-82.4% | $70,126-57.1% |
| Participation rate | 36.0% | 70.8%-34.8pp | 83.6%-47.6pp | 69.5%-33.5pp |
| Annual return | 9.29% | 23.06%-13.8pp | 205.94%-196.6pp | 73.15%-63.9pp |
| Employer contribution / active EE | $189 | $3,387-94.4% | $5,432-96.5% | $2,343-91.9% |
| Participant deferral / active EE | $1,022 | $3,086-66.9% | $4,939-79.3% | $3,332-69.3% |
| Admin fee / account holder | $5,138 | $5,698-9.8% | $13,881-63.0% | $4,645+10.6% |