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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 | $24,100 | $58,258-58.6% | $81,820-70.5% | $80,925-70.2% |
| Participation rate | 29.0% | 63.5%-34.4pp | 72.4%-43.4pp | 67.7%-38.6pp |
| Annual return | 7.73% | 41.76%-34.0pp | 777.93%-770.2pp | 35.65%-27.9pp |
| Employer contribution / active EE | $63 | $2,345-97.3% | $2,915-97.8% | $2,756-97.7% |
| Participant deferral / active EE | $1,474 | $3,284-55.1% | $4,323-65.9% | $4,299-65.7% |
| Admin fee / account holder | $12,755 | $4,976+156.3% | $7,391+72.6% | $6,940+83.8% |