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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 | $76,407-64.4% | $150,298-81.9% | $82,448-67.0% |
| Participation rate | 24.1% | 66.4%-42.3pp | 77.8%-53.6pp | 68.1%-43.9pp |
| Annual return | 10.42% | 39.99%-29.6pp | 62.79%-52.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $115 | $2,614-95.6% | $4,154-97.2% | $2,551-95.5% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $618 | $6,352-90.3% | $14,116-95.6% | $7,234-91.5% |