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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 | $27,232 | $77,896-65.0% | $134,172-79.7% | $82,448-67.0% |
| Participation rate | 11.8% | 62.8%-51.0pp | 72.5%-60.7pp | 68.1%-56.3pp |
| Annual return | 9.27% | 18.21%-8.9pp | 25.30%-16.0pp | 41.64%-32.4pp |
| Employer contribution / active EE | $305 | $2,159-85.9% | $3,420-91.1% | $2,551-88.1% |
| Participant deferral / active EE | $1,497 | $3,162-52.6% | $4,690-68.1% | $4,139-63.8% |
| Admin fee / account holder | $24,023 | $6,336+279.1% | $12,016+99.9% | $7,234+232.1% |