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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 | $30,376 | $63,346-52.0% | $92,240-67.1% | $70,126-56.7% |
| Participation rate | 36.4% | 68.7%-32.3pp | 76.5%-40.1pp | 69.5%-33.2pp |
| Annual return | 12.15% | 530.19%-518.0pp | 176.29%-164.1pp | 73.15%-61.0pp |
| Employer contribution / active EE | $168 | $2,471-93.2% | $3,680-95.4% | $2,343-92.8% |
| Participant deferral / active EE | $1,747 | $2,854-38.8% | $3,897-55.2% | $3,332-47.6% |
| Admin fee / account holder | $4,257 | $3,841+10.8% | $5,194-18.0% | $4,645-8.4% |