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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 | $27,726 | $58,311-52.5% | $81,882-66.1% | $80,959-65.8% |
| Participation rate | 36.1% | 63.5%-27.4pp | 72.4%-36.3pp | 67.7%-31.6pp |
| Annual return | 10.43% | 41.85%-31.4pp | 779.47%-769.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $255 | $2,347-89.2% | $2,916-91.3% | $2,757-90.8% |
| Participant deferral / active EE | $1,263 | $3,287-61.6% | $4,323-70.8% | $4,300-70.6% |
| Admin fee / account holder | $1,810 | $4,752-61.9% | $7,360-75.4% | $6,925-73.9% |