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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 | $27,711 | $70,684-60.8% | $169,390-83.6% | $75,173-63.1% |
| Participation rate | 24.0% | 64.8%-40.8pp | 77.2%-53.2pp | 67.2%-43.2pp |
| Annual return | 11.77% | 36.38%-24.6pp | 406.07%-394.3pp | 160.72%-148.9pp |
| Employer contribution / active EE | $361 | $2,211-83.7% | $4,013-91.0% | $2,671-86.5% |
| Participant deferral / active EE | $1,643 | $4,310-61.9% | $6,222-73.6% | $4,126-60.2% |
| Admin fee / account holder | $4,034 | $5,404-25.3% | $9,015-55.3% | $5,651-28.6% |