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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 | $58,258-52.4% | $81,820-66.1% | $80,925-65.7% |
| Participation rate | 36.1% | 63.5%-27.4pp | 72.4%-36.3pp | 67.7%-31.5pp |
| Annual return | 10.43% | 41.76%-31.3pp | 777.93%-767.5pp | 35.65%-25.2pp |
| Employer contribution / active EE | $255 | $2,345-89.1% | $2,915-91.3% | $2,756-90.8% |
| Participant deferral / active EE | $1,263 | $3,284-61.5% | $4,323-70.8% | $4,299-70.6% |
| Admin fee / account holder | $1,810 | $4,976-63.6% | $7,391-75.5% | $6,940-73.9% |