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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 | $21,918 | $49,657-55.9% | $93,063-76.4% | $67,986-67.8% |
| Participation rate | 54.4% | 49.9%+4.5pp | 72.1%-17.7pp | 57.2%-2.8pp |
| Annual return | 13.36% | 26.27%-12.9pp | 34.15%-20.8pp | 31.67%-18.3pp |
| Employer contribution / active EE | $320 | $1,279-74.9% | $2,476-87.1% | $2,019-84.1% |
| Participant deferral / active EE | $1,939 | $2,484-21.9% | $3,958-51.0% | $3,358-42.2% |
| Admin fee / account holder | $2,986 | $2,843+5.0% | $6,033-50.5% | $3,203-6.8% |