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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 | $23,303 | $76,407-69.5% | $150,298-84.5% | $82,448-71.7% |
| Participation rate | 25.8% | 66.4%-40.6pp | 77.8%-52.0pp | 68.1%-42.3pp |
| Annual return | 12.19% | 39.99%-27.8pp | 62.79%-50.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $187 | $2,614-92.8% | $4,154-95.5% | $2,551-92.7% |
| Participant deferral / active EE | $923 | $3,214-71.3% | $5,453-83.1% | $4,139-77.7% |
| Admin fee / account holder | $1,394 | $6,352-78.1% | $14,116-90.1% | $7,234-80.7% |