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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 | $32,794 | $50,919-35.6% | $155,556-78.9% | $77,762-57.8% |
| Participation rate | 47.7% | 63.1%-15.4pp | 78.2%-30.5pp | 70.6%-22.9pp |
| Annual return | 10.51% | 34.84%-24.3pp | 64.84%-54.3pp | 31.27%-20.8pp |
| Employer contribution / active EE | $332 | $1,991-83.3% | $4,675-92.9% | $2,728-87.8% |
| Participant deferral / active EE | $1,307 | $2,824-53.7% | $5,631-76.8% | $4,651-71.9% |
| Admin fee / account holder | $5,055 | $437+1057.4% | $15,885-68.2% | $433+1067.7% |