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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 | $29,162 | $54,541-46.5% | $78,778-63.0% | $70,126-58.4% |
| Participation rate | 37.0% | 60.8%-23.8pp | 69.2%-32.2pp | 69.5%-32.5pp |
| Annual return | 12.11% | 21.07%-9.0pp | 35.62%-23.5pp | 73.15%-61.0pp |
| Employer contribution / active EE | $155 | $1,089-85.7% | $1,986-92.2% | $2,343-93.4% |
| Participant deferral / active EE | $1,138 | $2,210-48.5% | $2,958-61.5% | $3,332-65.9% |
| Admin fee / account holder | $12,537 | $3,709+238.0% | $5,134+144.2% | $4,645+169.9% |