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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 | $33,663 | $69,977-51.9% | $108,582-69.0% | $62,881-46.5% |
| Participation rate | 50.0% | 72.9%-22.9pp | 79.6%-29.6pp | 69.3%-19.3pp |
| Annual return | 3.12% | 10.73%-7.6pp | -51.70%+54.8pp | 20.14%-17.0pp |
| Employer contribution / active EE | $363 | $2,135-83.0% | $3,758-90.4% | $2,281-84.1% |
| Participant deferral / active EE | $1,451 | $3,165-54.2% | $4,311-66.3% | $3,203-54.7% |
| Admin fee / account holder | $17,317 | $5,076+241.1% | $7,645+126.5% | $4,296+303.1% |