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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 | $24,531 | $84,236-70.9% | $170,435-85.6% | $70,126-65.0% |
| Participation rate | 34.1% | 70.8%-36.8pp | 83.6%-49.5pp | 69.5%-35.5pp |
| Annual return | 11.52% | 23.06%-11.5pp | 205.94%-194.4pp | 73.15%-61.6pp |
| Employer contribution / active EE | $279 | $3,387-91.8% | $5,432-94.9% | $2,343-88.1% |
| Participant deferral / active EE | $952 | $3,086-69.2% | $4,939-80.7% | $3,332-71.4% |
| Admin fee / account holder | $6,853 | $5,698+20.3% | $13,881-50.6% | $4,645+47.5% |