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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 | $27,536 | $81,358-66.2% | $155,556-82.3% | $80,959-66.0% |
| Participation rate | 17.9% | 66.3%-48.4pp | 78.2%-60.3pp | 67.7%-49.8pp |
| Annual return | 10.19% | 33.39%-23.2pp | 64.84%-54.6pp | 35.67%-25.5pp |
| Employer contribution / active EE | $80 | $3,106-97.4% | $4,675-98.3% | $2,757-97.1% |
| Participant deferral / active EE | $1,533 | $3,455-55.6% | $5,631-72.8% | $4,300-64.4% |
| Admin fee / account holder | $9,763 | $7,994+22.1% | $15,885-38.5% | $6,925+41.0% |