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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 | $24,540 | $84,236-70.9% | $170,435-85.6% | $70,126-65.0% |
| Participation rate | 31.7% | 70.8%-39.1pp | 83.6%-51.9pp | 69.5%-37.8pp |
| Annual return | 5.65% | 23.06%-17.4pp | 205.94%-200.3pp | 73.15%-67.5pp |
| Employer contribution / active EE | $247 | $3,387-92.7% | $5,432-95.4% | $2,343-89.4% |
| Participant deferral / active EE | $861 | $3,086-72.1% | $4,939-82.6% | $3,332-74.2% |
| Admin fee / account holder | $3,243 | $5,698-43.1% | $13,881-76.6% | $4,645-30.2% |