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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 | $24,215 | $81,276-70.2% | $155,574-84.4% | $80,925-70.1% |
| Participation rate | 60.3% | 66.2%-6.0pp | 78.2%-17.9pp | 67.7%-7.4pp |
| Annual return | 10.62% | 33.36%-22.7pp | 64.87%-54.3pp | 35.65%-25.0pp |
| Employer contribution / active EE | $185 | $3,103-94.0% | $4,676-96.0% | $2,756-93.3% |
| Participant deferral / active EE | $1,676 | $3,453-51.5% | $5,629-70.2% | $4,299-61.0% |
| Admin fee / account holder | $5,204 | $7,993-34.9% | $15,914-67.3% | $6,940-25.0% |