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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 | $21,788 | $77,901-72.0% | $149,717-85.4% | $75,181-71.0% |
| Participation rate | 54.5% | 65.6%-11.0pp | 78.8%-24.2pp | 67.2%-12.7pp |
| Annual return | 9.96% | 31.73%-21.8pp | 134.41%-124.4pp | 160.69%-150.7pp |
| Employer contribution / active EE | $374 | $3,137-88.1% | $4,820-92.2% | $2,671-86.0% |
| Participant deferral / active EE | $1,136 | $3,411-66.7% | $5,682-80.0% | $4,126-72.5% |
| Admin fee / account holder | $313 | $5,949-94.7% | $13,213-97.6% | $5,650-94.5% |