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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 | $28,185 | $45,087-37.5% | $69,483-59.4% | $72,976-61.4% |
| Participation rate | 24.3% | 68.5%-44.2pp | 74.6%-50.3pp | 69.5%-45.2pp |
| Annual return | 1.38% | 22.67%-21.3pp | 28.99%-27.6pp | 81.02%-79.6pp |
| Employer contribution / active EE | $102 | $2,055-95.0% | $2,780-96.3% | $2,440-95.8% |
| Participant deferral / active EE | $1,262 | $2,603-51.5% | $3,537-64.3% | $3,608-65.0% |
| Admin fee / account holder | $22,558 | $3,057+637.9% | $3,841+487.3% | $5,124+340.2% |