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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 | $32,475 | $81,331-60.1% | $155,534-79.1% | $80,935-59.9% |
| Participation rate | 19.2% | 66.3%-47.0pp | 78.2%-59.0pp | 67.7%-48.4pp |
| Annual return | 4.58% | 33.37%-28.8pp | 64.92%-60.3pp | 35.66%-31.1pp |
| Employer contribution / active EE | $143 | $3,105-95.4% | $4,675-96.9% | $2,757-94.8% |
| Participant deferral / active EE | $1,317 | $3,454-61.9% | $5,630-76.6% | $4,299-69.4% |
| Admin fee / account holder | $4,499 | $7,999-43.8% | $15,900-71.7% | $6,924-35.0% |