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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 | $25,437 | $71,215-64.3% | $93,696-72.9% | $80,935-68.6% |
| Participation rate | 11.1% | 60.4%-49.3pp | 68.7%-57.6pp | 67.7%-56.6pp |
| Annual return | 3.94% | 11.27%-7.3pp | 133.74%-129.8pp | 35.66%-31.7pp |
| Employer contribution / active EE | $298 | $1,565-81.0% | $2,422-87.7% | $2,757-89.2% |
| Participant deferral / active EE | $1,369 | $4,037-66.1% | $4,417-69.0% | $4,299-68.2% |
| Admin fee / account holder | $30,051 | $6,958+331.9% | $8,287+262.7% | $6,924+334.0% |