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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 | $32,773 | $61,755-46.9% | $97,161-66.3% | $80,911-59.5% |
| Participation rate | 35.3% | 63.5%-28.2pp | 72.7%-37.4pp | 67.6%-32.4pp |
| Annual return | 4.42% | -557.90%+562.3pp | 75.36%-70.9pp | 35.63%-31.2pp |
| Employer contribution / active EE | $89 | $1,835-95.2% | $2,723-96.7% | $2,756-96.8% |
| Participant deferral / active EE | $1,797 | $3,026-40.6% | $4,265-57.9% | $4,297-58.2% |
| Admin fee / account holder | $1,428 | $5,166-72.4% | $5,647-74.7% | $6,935-79.4% |