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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 | $33,282 | $61,605-46.0% | $112,273-70.4% | $75,173-55.7% |
| Participation rate | 43.9% | 61.7%-17.8pp | 72.4%-28.5pp | 67.2%-23.3pp |
| Annual return | 9.85% | 28.47%-18.6pp | 30.23%-20.4pp | 160.72%-150.9pp |
| Employer contribution / active EE | $129 | $2,015-93.6% | $3,431-96.3% | $2,671-95.2% |
| Participant deferral / active EE | $1,106 | $3,108-64.4% | $4,800-77.0% | $4,126-73.2% |
| Admin fee / account holder | $5,245 | $4,862+7.9% | $7,752-32.3% | $5,651-7.2% |