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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 | $28,342 | $98,766-71.3% | $149,730-81.1% | $79,852-64.5% |
| Participation rate | 22.6% | 75.8%-53.2pp | 82.5%-59.9pp | 69.6%-47.1pp |
| Annual return | 10.57% | 27.43%-16.9pp | 276.70%-266.1pp | 31.72%-21.1pp |
| Employer contribution / active EE | $280 | $3,217-91.3% | $4,645-94.0% | $2,471-88.7% |
| Participant deferral / active EE | $2,375 | $5,681-58.2% | $6,843-65.3% | $3,740-36.5% |
| Admin fee / account holder | $1,365 | $6,052-77.5% | $9,310-85.3% | $5,306-74.3% |