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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 | $17,285 | $67,894-74.5% | $89,340-80.7% | $82,448-79.0% |
| Participation rate | 67.5% | 64.0%+3.5pp | 69.6%-2.1pp | 68.1%-0.6pp |
| Annual return | 12.67% | 19.21%-6.5pp | 20.57%-7.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $50 | $1,828-97.3% | $2,231-97.8% | $2,551-98.0% |
| Participant deferral / active EE | $1,516 | $3,072-50.6% | $3,823-60.3% | $4,139-63.4% |
| Admin fee / account holder | $8,812 | $5,723+54.0% | $6,704+31.5% | $7,234+21.8% |