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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 | $81,487-66.0% | $102,412-72.9% | $80,935-65.8% |
| Participation rate | 31.1% | 66.8%-35.8pp | 74.5%-43.4pp | 67.7%-36.6pp |
| Annual return | 9.96% | 25.60%-15.6pp | 24.94%-15.0pp | 35.66%-25.7pp |
| Employer contribution / active EE | $539 | $3,103-82.6% | $3,870-86.1% | $2,757-80.4% |
| Participant deferral / active EE | $2,566 | $3,871-33.7% | $5,060-49.3% | $4,299-40.3% |
| Admin fee / account holder | $15,693 | $6,717+133.6% | $8,388+87.1% | $6,924+126.6% |