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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 | $22,377 | $49,025-54.4% | $87,502-74.4% | $62,881-64.4% |
| Participation rate | 38.0% | 64.9%-26.9pp | 73.8%-35.8pp | 69.3%-31.3pp |
| Annual return | 3.87% | 10.02%-6.2pp | 12.21%-8.3pp | 20.14%-16.3pp |
| Employer contribution / active EE | $108 | $1,372-92.1% | $2,550-95.8% | $2,281-95.3% |
| Participant deferral / active EE | $1,048 | $2,289-54.2% | $3,149-66.7% | $3,203-67.3% |
| Admin fee / account holder | $1,087 | $4,065-73.3% | $4,221-74.2% | $4,296-74.7% |