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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 | $24,616 | $58,311-57.8% | $81,882-69.9% | $80,959-69.6% |
| Participation rate | 32.7% | 63.5%-30.8pp | 72.4%-39.7pp | 67.7%-34.9pp |
| Annual return | 9.54% | 41.85%-32.3pp | 779.47%-769.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $140 | $2,347-94.0% | $2,916-95.2% | $2,757-94.9% |
| Participant deferral / active EE | $1,431 | $3,287-56.5% | $4,323-66.9% | $4,300-66.7% |
| Admin fee / account holder | $1,655 | $4,752-65.2% | $7,360-77.5% | $6,925-76.1% |