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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 | $24,140 | $65,361-63.1% | $92,903-74.0% | $72,983-66.9% |
| Participation rate | 30.7% | 68.3%-37.6pp | 76.0%-45.3pp | 69.5%-38.8pp |
| Annual return | 15.91% | 42.11%-26.2pp | 109.43%-93.5pp | 81.01%-65.1pp |
| Employer contribution / active EE | $401 | $2,594-84.5% | $3,653-89.0% | $2,440-83.5% |
| Participant deferral / active EE | $1,341 | $3,128-57.1% | $4,238-68.4% | $3,608-62.8% |
| Admin fee / account holder | $2,065 | $4,251-51.4% | $5,795-64.4% | $5,124-59.7% |