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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 | $22,527 | $54,541-58.7% | $78,778-71.4% | $70,126-67.9% |
| Participation rate | 20.7% | 60.8%-40.1pp | 69.2%-48.5pp | 69.5%-48.9pp |
| Annual return | 11.35% | 21.07%-9.7pp | 35.62%-24.3pp | 73.15%-61.8pp |
| Employer contribution / active EE | $59 | $1,089-94.6% | $1,986-97.0% | $2,343-97.5% |
| Participant deferral / active EE | $1,103 | $2,210-50.1% | $2,958-62.7% | $3,332-66.9% |
| Admin fee / account holder | $14,671 | $3,709+295.6% | $5,134+185.8% | $4,645+215.8% |