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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 | $30,597 | $78,690-61.1% | $161,489-81.1% | $87,485-65.0% |
| Participation rate | 10.9% | 67.5%-56.6pp | 78.7%-67.8pp | 68.9%-58.0pp |
| Annual return | 6.57% | 32.74%-26.2pp | 89.72%-83.2pp | 26.06%-19.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,006 | $3,311-69.6% | $5,630-82.1% | $4,274-76.5% |
| Admin fee / account holder | $4,667 | $6,724-30.6% | $16,006-70.8% | $7,775-40.0% |