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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 | $27,427 | $70,366-61.0% | $66,674-58.9% | $138,895-80.3% |
| Participation rate | 18.8% | 76.2%-57.4pp | 73.7%-54.9pp | 79.9%-61.2pp |
| Annual return | 3.10% | 386.41%-383.3pp | 321.24%-318.1pp | 145.39%-142.3pp |
| Employer contribution / active EE | $165 | $2,765-94.0% | $2,620-93.7% | $4,194-96.1% |
| Participant deferral / active EE | $903 | $4,374-79.4% | $4,084-77.9% | $6,396-85.9% |
| Admin fee / account holder | $34,734 | $5,262+560.0% | $5,098+581.3% | $12,562+176.5% |