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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 | $27,711 | $209,336-86.8% | $197,124-85.9% | $137,256-79.8% |
| Participation rate | 25.0% | 87.3%-62.3pp | 86.7%-61.7pp | 80.0%-55.0pp |
| Annual return | 2.02% | 48.09%-46.1pp | 44.34%-42.3pp | 220.34%-218.3pp |
| Employer contribution / active EE | $515 | $6,591-92.2% | $6,227-91.7% | $4,156-87.6% |
| Participant deferral / active EE | $3,800 | $9,614-60.5% | $9,135-58.4% | $6,407-40.7% |
| Admin fee / account holder | $14,450 | $17,308-16.5% | $16,298-11.3% | $12,270+17.8% |