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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 | $19,949 | $47,848-58.3% | $81,473-75.5% | $70,124-71.6% |
| Participation rate | 36.6% | 58.3%-21.7pp | 68.0%-31.3pp | 69.5%-32.9pp |
| Annual return | 11.94% | 27.25%-15.3pp | 38.78%-26.8pp | 73.14%-61.2pp |
| Employer contribution / active EE | $112 | $1,527-92.7% | $2,568-95.6% | $2,342-95.2% |
| Participant deferral / active EE | $763 | $2,453-68.9% | $3,537-78.4% | $3,332-77.1% |
| Admin fee / account holder | $1,044 | $3,145-66.8% | $4,561-77.1% | $4,645-77.5% |