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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 | $29,553 | $56,047-47.3% | $98,716-70.1% | $79,634-62.9% |
| Participation rate | 13.9% | 54.6%-40.7pp | 69.3%-55.3pp | 62.5%-48.5pp |
| Annual return | 12.64% | 17.58%-4.9pp | 31.81%-19.2pp | 36.46%-23.8pp |
| Employer contribution / active EE | $0 | $1,237-100.0% | $2,279-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,127 | $2,469-54.4% | $4,048-72.2% | $3,835-70.6% |
| Admin fee / account holder | $4,802 | $1,512+217.6% | $8,703-44.8% | $1,002+379.3% |