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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 | $28,680 | $46,732-38.6% | $156,551-81.7% | $55,167-48.0% |
| Participation rate | 42.3% | 65.8%-23.5pp | 84.0%-41.7pp | 69.0%-26.7pp |
| Annual return | 0.56% | 17.72%-17.2pp | 32.23%-31.7pp | 169.23%-168.7pp |
| Employer contribution / active EE | $203 | $2,105-90.3% | $5,501-96.3% | $1,963-89.6% |
| Participant deferral / active EE | $1,461 | $2,204-33.7% | $4,871-70.0% | $3,054-52.2% |
| Admin fee / account holder | $9,458 | $418+2160.6% | $13,028-27.4% | $504+1776.9% |