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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 | $27,479 | $35,183-21.9% | $73,550-62.6% | $70,126-60.8% |
| Participation rate | 30.2% | 42.9%-12.7pp | 54.9%-24.7pp | 69.5%-39.4pp |
| Annual return | 11.46% | 26.90%-15.4pp | -15.16%+26.6pp | 73.15%-61.7pp |
| Employer contribution / active EE | $34 | $709-95.2% | $1,219-97.2% | $2,343-98.5% |
| Participant deferral / active EE | $503 | $1,220-58.8% | $1,804-72.1% | $3,332-84.9% |
| Admin fee / account holder | $5,271 | $2,302+128.9% | $2,320+127.2% | $4,645+13.5% |