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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 | $25,332 | $45,343-44.1% | $150,298-83.1% | $67,986-62.7% |
| Participation rate | 25.4% | 51.9%-26.5pp | 77.8%-52.4pp | 57.2%-31.8pp |
| Annual return | 7.76% | 33.28%-25.5pp | 62.79%-55.0pp | 31.67%-23.9pp |
| Employer contribution / active EE | $184 | $1,462-87.4% | $4,154-95.6% | $2,019-90.9% |
| Participant deferral / active EE | $629 | $2,055-69.4% | $5,453-88.5% | $3,358-81.3% |
| Admin fee / account holder | $8,228 | $2,250+265.7% | $14,116-41.7% | $3,203+156.9% |