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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 | $33,219 | $69,590-52.3% | $136,867-75.7% | $94,015-64.7% |
| Participation rate | 20.9% | 66.3%-45.4pp | 74.5%-53.6pp | 70.8%-49.9pp |
| Annual return | 9.82% | 19.62%-9.8pp | 42.97%-33.2pp | 17.84%-8.0pp |
| Employer contribution / active EE | $198 | $2,396-91.7% | $3,547-94.4% | $2,790-92.9% |
| Participant deferral / active EE | $1,248 | $3,437-63.7% | $4,924-74.7% | $4,249-70.6% |
| Admin fee / account holder | $49,689 | $8,912+457.6% | $10,340+380.5% | $8,951+455.1% |