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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 | $33,522 | $52,967-36.7% | $172,753-80.6% | $65,186-48.6% |
| Participation rate | 35.6% | 66.2%-30.6pp | 82.6%-47.0pp | 70.2%-34.6pp |
| Annual return | 4.81% | 30.12%-25.3pp | 803.00%-798.2pp | 29.39%-24.6pp |
| Employer contribution / active EE | $157 | $2,190-92.8% | $5,144-97.0% | $2,177-92.8% |
| Participant deferral / active EE | $914 | $2,471-63.0% | $5,198-82.4% | $3,514-74.0% |
| Admin fee / account holder | $1,852 | $472+292.4% | $13,956-86.7% | $847+118.6% |