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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 | $18,640 | $52,678-64.6% | $75,784-75.4% | $59,633-68.7% |
| Participation rate | 25.8% | 67.2%-41.4pp | 75.8%-50.0pp | 68.7%-42.9pp |
| Annual return | -5.48% | 2.95%-8.4pp | 9.68%-15.2pp | 2041.40%-2046.9pp |
| Employer contribution / active EE | $250 | $2,193-88.6% | $3,323-92.5% | $2,203-88.7% |
| Participant deferral / active EE | $1,187 | $2,591-54.2% | $3,652-67.5% | $3,192-62.8% |
| Admin fee / account holder | $10,151 | $3,610+181.2% | $5,300+91.5% | $4,297+136.2% |