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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 | $25,824 | $57,828-55.3% | $117,039-77.9% | $70,124-63.2% |
| Participation rate | 50.0% | 67.1%-17.1pp | 77.2%-27.2pp | 69.5%-19.5pp |
| Annual return | 10.30% | 17.55%-7.3pp | 18.95%-8.7pp | 73.14%-62.8pp |
| Employer contribution / active EE | $363 | $1,816-80.0% | $3,785-90.4% | $2,342-84.5% |
| Participant deferral / active EE | $1,080 | $2,438-55.7% | $3,929-72.5% | $3,332-67.6% |
| Admin fee / account holder | $1,299 | $3,548-63.4% | $5,974-78.3% | $4,645-72.0% |