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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 | $27,362 | $78,690-65.2% | $161,489-83.1% | $87,485-68.7% |
| Participation rate | 14.8% | 67.5%-52.7pp | 78.7%-63.9pp | 68.9%-54.1pp |
| Annual return | 3.45% | 32.74%-29.3pp | 89.72%-86.3pp | 26.06%-22.6pp |
| Employer contribution / active EE | $336 | $2,588-87.0% | $4,268-92.1% | $2,596-87.1% |
| Participant deferral / active EE | $1,030 | $3,311-68.9% | $5,630-81.7% | $4,274-75.9% |
| Admin fee / account holder | $13,771 | $6,724+104.8% | $16,006-14.0% | $7,775+77.1% |