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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 | $19,748 | $47,944-58.8% | $67,834-70.9% | $62,881-68.6% |
| Participation rate | 39.2% | 61.1%-21.8pp | 68.8%-29.6pp | 69.3%-30.1pp |
| Annual return | 4.04% | 11.77%-7.7pp | 138.47%-134.4pp | 20.14%-16.1pp |
| Employer contribution / active EE | $127 | $1,562-91.8% | $2,403-94.7% | $2,281-94.4% |
| Participant deferral / active EE | $952 | $2,247-57.6% | $3,160-69.9% | $3,203-70.3% |
| Admin fee / account holder | $3,851 | $3,712+3.7% | $4,622-16.7% | $4,296-10.4% |