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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 | $17,587 | $51,184-65.6% | $66,439-73.5% | $86,983-79.8% |
| Participation rate | 35.9% | 68.5%-32.6pp | 74.5%-38.6pp | 69.5%-33.6pp |
| Annual return | 9.47% | 17.07%-7.6pp | 757.66%-748.2pp | 25.83%-16.4pp |
| Employer contribution / active EE | $212 | $2,023-89.5% | $2,637-92.0% | $2,584-91.8% |
| Participant deferral / active EE | $1,092 | $2,927-62.7% | $3,876-71.8% | $4,194-74.0% |
| Admin fee / account holder | $4,951 | $4,154+19.2% | $6,173-19.8% | $7,856-37.0% |