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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 | $86,050-68.4% | $189,758-85.7% | $94,015-71.1% |
| Participation rate | 24.1% | 68.9%-44.8pp | 79.8%-55.7pp | 70.8%-46.7pp |
| Annual return | 10.42% | 17.77%-7.4pp | 52.62%-42.2pp | 17.84%-7.4pp |
| Employer contribution / active EE | $115 | $2,819-95.9% | $4,767-97.6% | $2,790-95.9% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $618 | $6,627-90.7% | $20,388-97.0% | $8,951-93.1% |