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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 | $32,897 | $76,407-56.9% | $150,298-78.1% | $82,448-60.1% |
| Participation rate | 16.9% | 66.4%-49.5pp | 77.8%-60.9pp | 68.1%-51.2pp |
| Annual return | 9.78% | 39.99%-30.2pp | 62.79%-53.0pp | 41.64%-31.9pp |
| Employer contribution / active EE | $243 | $2,614-90.7% | $4,154-94.2% | $2,551-90.5% |
| Participant deferral / active EE | $920 | $3,214-71.4% | $5,453-83.1% | $4,139-77.8% |
| Admin fee / account holder | $5,791 | $6,352-8.8% | $14,116-59.0% | $7,234-20.0% |