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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 | $21,556 | $72,272-70.2% | $101,264-78.7% | $79,858-73.0% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 10.01% | 22.30%-12.3pp | 46.48%-36.5pp | 31.72%-21.7pp |
| Employer contribution / active EE | $387 | $2,692-85.6% | $3,660-89.4% | $2,471-84.3% |
| Participant deferral / active EE | $1,572 | $3,282-52.1% | $4,370-64.0% | $3,740-58.0% |
| Admin fee / account holder | $4,805 | $4,401+9.2% | $5,947-19.2% | $5,306-9.4% |