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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 | $21,522 | $81,358-73.5% | $155,556-86.2% | $80,959-73.4% |
| Participation rate | 38.0% | 66.3%-28.3pp | 78.2%-40.2pp | 67.7%-29.7pp |
| Annual return | 10.33% | 33.39%-23.1pp | 64.84%-54.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $279 | $3,106-91.0% | $4,675-94.0% | $2,757-89.9% |
| Participant deferral / active EE | $1,374 | $3,455-60.2% | $5,631-75.6% | $4,300-68.0% |
| Admin fee / account holder | $3,020 | $7,994-62.2% | $15,885-81.0% | $6,925-56.4% |