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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 | $25,903 | $45,343-42.9% | $150,298-82.8% | $67,986-61.9% |
| Participation rate | 17.3% | 51.9%-34.6pp | 77.8%-60.5pp | 57.2%-39.9pp |
| Annual return | 10.22% | 33.28%-23.1pp | 62.79%-52.6pp | 31.67%-21.4pp |
| Employer contribution / active EE | $22 | $1,462-98.5% | $4,154-99.5% | $2,019-98.9% |
| Participant deferral / active EE | $818 | $2,055-60.2% | $5,453-85.0% | $3,358-75.6% |
| Admin fee / account holder | $10,176 | $2,250+352.3% | $14,116-27.9% | $3,203+217.7% |