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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 | $16,513 | $45,312-63.6% | $86,233-80.9% | $67,986-75.7% |
| Participation rate | 50.0% | 42.4%+7.6pp | 69.0%-19.0pp | 57.2%-7.2pp |
| Annual return | 9.59% | 24.79%-15.2pp | 61.39%-51.8pp | 31.67%-22.1pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,324 | $2,185-39.4% | $4,559-71.0% | $3,358-60.6% |
| Admin fee / account holder | $587 | $3,295-82.2% | $8,342-93.0% | $3,203-81.7% |