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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 | $19,957 | $77,920-74.4% | $149,723-86.7% | $75,177-73.5% |
| Participation rate | 68.4% | 65.6%+2.8pp | 78.8%-10.4pp | 67.2%+1.2pp |
| Annual return | 11.77% | 31.72%-20.0pp | 134.50%-122.7pp | 160.75%-149.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,979 | $3,411-42.0% | $5,682-65.2% | $4,126-52.1% |
| Admin fee / account holder | $1,929 | $5,951-67.6% | $13,215-85.4% | $5,651-65.9% |