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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 | $30,372 | $84,236-63.9% | $170,435-82.2% | $70,126-56.7% |
| Participation rate | 9.6% | 70.8%-61.2pp | 83.6%-74.0pp | 69.5%-59.9pp |
| Annual return | 10.52% | 23.06%-12.5pp | 205.94%-195.4pp | 73.15%-62.6pp |
| Employer contribution / active EE | $286 | $3,387-91.6% | $5,432-94.7% | $2,343-87.8% |
| Participant deferral / active EE | $852 | $3,086-72.4% | $4,939-82.7% | $3,332-74.4% |
| Admin fee / account holder | $27,999 | $5,698+391.4% | $13,881+101.7% | $4,645+502.7% |