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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 | $102,393-70.9% | $147,041-79.7% | $80,911-63.1% |
| Participation rate | 15.4% | 75.9%-60.5pp | 82.2%-66.8pp | 67.6%-52.3pp |
| Annual return | 8.51% | 134.95%-126.4pp | 419.21%-410.7pp | 35.63%-27.1pp |
| Employer contribution / active EE | $591 | $3,715-84.1% | $4,935-88.0% | $2,756-78.5% |
| Participant deferral / active EE | $2,836 | $6,647-57.3% | $8,071-64.9% | $4,297-34.0% |
| Admin fee / account holder | $9,161 | $7,943+15.3% | $13,006-29.6% | $6,935+32.1% |