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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 | $26,839 | $76,834-65.1% | $108,359-75.2% | $87,485-69.3% |
| Participation rate | 56.7% | 61.7%-5.1pp | 70.1%-13.5pp | 68.9%-12.3pp |
| Annual return | 6.73% | 19.09%-12.4pp | 36.89%-30.2pp | 26.06%-19.3pp |
| Employer contribution / active EE | $228 | $1,556-85.4% | $2,399-90.5% | $2,596-91.2% |
| Participant deferral / active EE | $1,997 | $3,100-35.6% | $4,137-51.7% | $4,274-53.3% |
| Admin fee / account holder | $16,388 | $6,537+150.7% | $9,741+68.2% | $7,775+110.8% |