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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 | $27,471 | $90,691-69.7% | $76,119-63.9% | $145,884-81.2% |
| Participation rate | 35.7% | 74.5%-38.8pp | 69.1%-33.4pp | 80.3%-44.6pp |
| Annual return | 7.21% | 624.52%-617.3pp | 361.25%-354.0pp | 551.85%-544.6pp |
| Employer contribution / active EE | $291 | $3,329-91.3% | $2,693-89.2% | $4,662-93.8% |
| Participant deferral / active EE | $1,455 | $5,167-71.8% | $4,259-65.8% | $6,690-78.2% |
| Admin fee / account holder | $13,814 | $8,383+64.8% | $6,421+115.1% | $13,392+3.1% |