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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 | $79,894-65.9% | $135,792-79.9% | $82,637-67.0% |
| Participation rate | 11.8% | 63.0%-51.2pp | 72.6%-60.8pp | 68.1%-56.3pp |
| Annual return | 9.27% | 17.20%-7.9pp | 25.96%-16.7pp | 53.51%-44.2pp |
| Employer contribution / active EE | $305 | $2,165-85.9% | $3,496-91.3% | $2,552-88.1% |
| Participant deferral / active EE | $1,497 | $3,194-53.1% | $4,759-68.5% | $4,126-63.7% |
| Admin fee / account holder | $24,023 | $6,434+273.4% | $12,266+95.9% | $7,339+227.3% |