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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 | $31,961 | $45,312-29.5% | $86,233-62.9% | $67,986-53.0% |
| Participation rate | 7.8% | 42.4%-34.6pp | 69.0%-61.2pp | 57.2%-49.4pp |
| Annual return | 12.54% | 24.79%-12.2pp | 61.39%-48.8pp | 31.67%-19.1pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $567 | $2,185-74.0% | $4,559-87.6% | $3,358-83.1% |
| Admin fee / account holder | $13,348 | $3,295+305.1% | $8,342+60.0% | $3,203+316.7% |