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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 | $33,784 | $71,215-52.6% | $93,696-63.9% | $80,935-58.3% |
| Participation rate | 40.0% | 60.4%-20.4pp | 68.7%-28.7pp | 67.7%-27.7pp |
| Annual return | 7.07% | 11.27%-4.2pp | 133.74%-126.7pp | 35.66%-28.6pp |
| Employer contribution / active EE | $246 | $1,565-84.3% | $2,422-89.9% | $2,757-91.1% |
| Participant deferral / active EE | $2,595 | $4,037-35.7% | $4,417-41.2% | $4,299-39.6% |
| Admin fee / account holder | $22,390 | $6,958+221.8% | $8,287+170.2% | $6,924+223.4% |