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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 | $26,090 | $66,764-60.9% | $88,497-70.5% | $62,881-58.5% |
| Participation rate | 64.7% | 77.3%-12.6pp | 82.4%-17.7pp | 69.3%-4.6pp |
| Annual return | 3.64% | 10.37%-6.7pp | 7.63%-4.0pp | 20.14%-16.5pp |
| Employer contribution / active EE | $575 | $3,077-81.3% | $4,036-85.7% | $2,281-74.8% |
| Participant deferral / active EE | $1,587 | $3,976-60.1% | $4,899-67.6% | $3,203-50.5% |
| Admin fee / account holder | $15,820 | $4,668+238.9% | $6,220+154.4% | $4,296+268.3% |