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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 | $23,616 | $46,599-49.3% | $64,101-63.2% | $75,173-68.6% |
| Participation rate | 48.6% | 65.9%-17.4pp | 72.3%-23.7pp | 67.2%-18.6pp |
| Annual return | 8.80% | 26.06%-17.3pp | 33.72%-24.9pp | 160.72%-151.9pp |
| Employer contribution / active EE | $65 | $1,975-96.7% | $2,749-97.6% | $2,671-97.6% |
| Participant deferral / active EE | $1,527 | $2,837-46.2% | $3,881-60.7% | $4,126-63.0% |
| Admin fee / account holder | $7,327 | $2,956+147.9% | $3,070+138.7% | $5,651+29.7% |