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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 | $27,205 | $78,690-65.4% | $161,489-83.2% | $87,485-68.9% |
| Participation rate | 24.1% | 67.5%-43.3pp | 78.7%-54.6pp | 68.9%-44.8pp |
| Annual return | 10.42% | 32.74%-22.3pp | 89.72%-79.3pp | 26.06%-15.6pp |
| Employer contribution / active EE | $115 | $2,588-95.6% | $4,268-97.3% | $2,596-95.6% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $618 | $6,724-90.8% | $16,006-96.1% | $7,775-92.1% |