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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 | $32,907 | $93,064-64.6% | $74,577-55.9% | $273,972-88.0% |
| Participation rate | 16.7% | 74.9%-58.3pp | 68.1%-51.4pp | 83.0%-66.3pp |
| Annual return | 1.33% | 26.18%-24.9pp | 20.47%-19.1pp | 41.46%-40.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $983 | $4,160-76.4% | $3,458-71.6% | $5,287-81.4% |
| Admin fee / account holder | $8,233 | $5,273+56.1% | $4,138+99.0% | $10,133-18.7% |