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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 | $27,715 | $81,457-66.0% | $103,378-73.2% | $80,911-65.7% |
| Participation rate | 31.1% | 66.8%-35.8pp | 74.5%-43.4pp | 67.6%-36.6pp |
| Annual return | 9.96% | 25.58%-15.6pp | 24.91%-14.9pp | 35.63%-25.7pp |
| Employer contribution / active EE | $539 | $3,107-82.7% | $3,870-86.1% | $2,756-80.4% |
| Participant deferral / active EE | $2,566 | $3,871-33.7% | $5,058-49.3% | $4,297-40.3% |
| Admin fee / account holder | $15,693 | $6,717+133.6% | $8,401+86.8% | $6,935+126.3% |