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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 | $28,598 | $65,364-56.2% | $92,909-69.2% | $72,975-60.8% |
| Participation rate | 46.7% | 68.3%-21.6pp | 76.0%-29.3pp | 69.5%-22.8pp |
| Annual return | 12.47% | 42.11%-29.6pp | 109.44%-97.0pp | 81.01%-68.5pp |
| Employer contribution / active EE | $488 | $2,594-81.2% | $3,653-86.7% | $2,440-80.0% |
| Participant deferral / active EE | $1,358 | $3,128-56.6% | $4,238-67.9% | $3,608-62.3% |
| Admin fee / account holder | $16,135 | $4,251+279.5% | $5,795+178.4% | $5,124+214.9% |