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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 | $19,377 | $49,791-61.1% | $78,210-75.2% | $70,126-72.4% |
| Participation rate | 66.7% | 62.3%+4.4pp | 68.7%-2.1pp | 69.5%-2.9pp |
| Annual return | 11.89% | 20.75%-8.9pp | 40.90%-29.0pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $1,430-100.0% | $2,034-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,528 | $2,150-28.9% | $2,823-45.9% | $3,332-54.1% |
| Admin fee / account holder | $2,759 | $3,181-13.3% | $3,758-26.6% | $4,645-40.6% |