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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 | $22,350 | $49,024-54.4% | $112,860-80.2% | $87,485-74.5% |
| Participation rate | 27.8% | 62.2%-34.4pp | 66.3%-38.5pp | 68.9%-41.2pp |
| Annual return | 7.13% | 43.86%-36.7pp | 35.26%-28.1pp | 26.06%-18.9pp |
| Employer contribution / active EE | $124 | $1,290-90.4% | $2,206-94.4% | $2,596-95.2% |
| Participant deferral / active EE | $729 | $2,209-67.0% | $3,493-79.1% | $4,274-82.9% |
| Admin fee / account holder | $2,285 | $6,266-63.5% | $6,841-66.6% | $7,775-70.6% |