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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 | $25,070 | $77,908-67.8% | $149,696-83.3% | $75,173-66.7% |
| Participation rate | 38.4% | 65.6%-27.2pp | 78.8%-40.4pp | 67.2%-28.8pp |
| Annual return | 12.67% | 31.73%-19.1pp | 134.46%-121.8pp | 160.72%-148.0pp |
| Employer contribution / active EE | $339 | $3,138-89.2% | $4,821-93.0% | $2,671-87.3% |
| Participant deferral / active EE | $1,275 | $3,411-62.6% | $5,682-77.6% | $4,126-69.1% |
| Admin fee / account holder | $716 | $5,950-88.0% | $13,212-94.6% | $5,651-87.3% |