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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 | $25,965 | $81,331-68.1% | $155,534-83.3% | $80,935-67.9% |
| Participation rate | 37.5% | 66.3%-28.8pp | 78.2%-40.7pp | 67.7%-30.2pp |
| Annual return | 9.59% | 33.37%-23.8pp | 64.92%-55.3pp | 35.66%-26.1pp |
| Employer contribution / active EE | $248 | $3,105-92.0% | $4,675-94.7% | $2,757-91.0% |
| Participant deferral / active EE | $1,980 | $3,454-42.7% | $5,630-64.8% | $4,299-54.0% |
| Admin fee / account holder | $3,321 | $7,999-58.5% | $15,900-79.1% | $6,924-52.0% |