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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 | $27,284 | $76,407-64.3% | $150,298-81.8% | $82,448-66.9% |
| Participation rate | 32.0% | 66.4%-34.4pp | 77.8%-45.8pp | 68.1%-36.1pp |
| Annual return | 9.64% | 39.99%-30.4pp | 62.79%-53.1pp | 41.64%-32.0pp |
| Employer contribution / active EE | $277 | $2,614-89.4% | $4,154-93.3% | $2,551-89.1% |
| Participant deferral / active EE | $1,420 | $3,214-55.8% | $5,453-73.9% | $4,139-65.7% |
| Admin fee / account holder | $19,058 | $6,352+200.0% | $14,116+35.0% | $7,234+163.4% |