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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 | $32,374 | $68,880-53.0% | $120,580-73.2% | $80,959-60.0% |
| Participation rate | 45.7% | 61.7%-16.0pp | 72.0%-26.2pp | 67.7%-22.0pp |
| Annual return | 4.02% | 23.68%-19.7pp | 107.48%-103.5pp | 35.67%-31.7pp |
| Employer contribution / active EE | $287 | $2,066-86.1% | $3,469-91.7% | $2,757-89.6% |
| Participant deferral / active EE | $1,647 | $3,191-48.4% | $4,995-67.0% | $4,300-61.7% |
| Admin fee / account holder | $30,736 | $5,785+431.3% | $9,418+226.3% | $6,925+343.8% |