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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 | $25,429 | $29,051-12.5% | $52,425-51.5% | $67,986-62.6% |
| Participation rate | 32.1% | 30.4%+1.7pp | 55.6%-23.5pp | 57.2%-25.1pp |
| Annual return | 12.11% | 24.00%-11.9pp | 302.12%-290.0pp | 31.67%-19.6pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $648 | $873-25.8% | $1,790-63.8% | $3,358-80.7% |
| Admin fee / account holder | $7,479 | $2,113+254.0% | $2,495+199.8% | $3,203+133.5% |