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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 | $26,750 | $58,828-54.5% | $78,002-65.7% | $62,881-57.5% |
| Participation rate | 61.5% | 71.1%-9.5pp | 75.5%-14.0pp | 69.3%-7.8pp |
| Annual return | 2.17% | 17.16%-15.0pp | 425.99%-423.8pp | 20.14%-18.0pp |
| Employer contribution / active EE | $252 | $1,672-84.9% | $2,470-89.8% | $2,281-89.0% |
| Participant deferral / active EE | $1,361 | $2,686-49.3% | $3,497-61.1% | $3,203-57.5% |
| Admin fee / account holder | $9,180 | $4,393+109.0% | $5,481+67.5% | $4,296+113.7% |