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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 | $75,541-64.0% | $152,093-82.1% | $82,637-67.1% |
| Participation rate | 24.1% | 66.5%-42.4pp | 77.8%-53.6pp | 68.1%-43.9pp |
| Annual return | 10.42% | 32.56%-22.1pp | 66.36%-55.9pp | 53.51%-43.1pp |
| Employer contribution / active EE | $115 | $2,622-95.6% | $4,175-97.2% | $2,552-95.5% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $618 | $6,405-90.4% | $14,497-95.7% | $7,339-91.6% |