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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 | $20,584 | $51,222-59.8% | $70,544-70.8% | $75,173-72.6% |
| Participation rate | 39.6% | 61.0%-21.4pp | 68.4%-28.8pp | 67.2%-27.6pp |
| Annual return | 8.43% | 30.06%-21.6pp | 32.79%-24.4pp | 160.72%-152.3pp |
| Employer contribution / active EE | $202 | $1,827-89.0% | $2,976-93.2% | $2,671-92.5% |
| Participant deferral / active EE | $1,508 | $2,850-47.1% | $4,568-67.0% | $4,126-63.4% |
| Admin fee / account holder | $18,733 | $4,096+357.4% | $6,427+191.5% | $5,651+231.5% |