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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 | $28,750 | $136,860-79.0% | $120,344-76.1% | $154,746-81.4% |
| Participation rate | 38.5% | 79.9%-41.4pp | 76.7%-38.2pp | 80.7%-42.2pp |
| Annual return | 7.80% | 21.38%-13.6pp | 20.30%-12.5pp | 172.34%-164.5pp |
| Employer contribution / active EE | $216 | $3,533-93.9% | $3,020-92.9% | $4,379-95.1% |
| Participant deferral / active EE | $2,157 | $5,793-62.8% | $5,135-58.0% | $6,730-67.9% |
| Admin fee / account holder | $21,147 | $15,393+37.4% | $12,742+66.0% | $14,365+47.2% |