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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 | $29,837 | $102,385-70.9% | $147,080-79.7% | $80,935-63.1% |
| Participation rate | 15.4% | 75.9%-60.5pp | 82.2%-66.8pp | 67.7%-52.3pp |
| Annual return | 8.51% | 135.09%-126.6pp | 420.17%-411.7pp | 35.66%-27.1pp |
| Employer contribution / active EE | $591 | $3,717-84.1% | $4,933-88.0% | $2,757-78.6% |
| Participant deferral / active EE | $2,836 | $6,651-57.4% | $8,066-64.8% | $4,299-34.0% |
| Admin fee / account holder | $9,161 | $7,951+15.2% | $12,989-29.5% | $6,924+32.3% |