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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 | $20,958 | $37,422-44.0% | $92,985-77.5% | $64,728-67.6% |
| Participation rate | 13.0% | 40.1%-27.1pp | 69.5%-56.5pp | 57.9%-44.9pp |
| Annual return | 10.18% | 20.66%-10.5pp | 27.99%-17.8pp | 49.38%-39.2pp |
| Employer contribution / active EE | $77 | $1,156-93.4% | $2,662-97.1% | $2,243-96.6% |
| Participant deferral / active EE | $476 | $1,740-72.6% | $4,377-89.1% | $2,729-82.5% |
| Admin fee / account holder | $3,779 | $2,190+72.5% | $9,463-60.1% | $1,145+230.0% |