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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 | $17,052 | $91,179-81.3% | $178,499-90.4% | $79,852-78.6% |
| Participation rate | 52.4% | 69.2%-16.8pp | 81.9%-29.5pp | 69.6%-17.3pp |
| Annual return | 4.69% | 24.19%-19.5pp | 151.10%-146.4pp | 31.72%-27.0pp |
| Employer contribution / active EE | $180 | $3,256-94.5% | $5,011-96.4% | $2,471-92.7% |
| Participant deferral / active EE | $1,122 | $3,236-65.3% | $5,202-78.4% | $3,740-70.0% |
| Admin fee / account holder | $6,591 | $6,749-2.3% | $13,986-52.9% | $5,306+24.2% |