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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 | $27,747 | $99,652-72.2% | $78,778-64.8% | $147,586-81.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 6.85% | 47.28%-40.4pp | 35.62%-28.8pp | 578.59%-571.7pp |
| Employer contribution / active EE | $117 | $2,796-95.8% | $1,986-94.1% | $4,876-97.6% |
| Participant deferral / active EE | $1,047 | $3,664-71.4% | $2,958-64.6% | $5,439-80.7% |
| Admin fee / account holder | $3,380 | $7,155-52.8% | $5,134-34.2% | $10,886-69.0% |