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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 | $18,580 | $41,377-55.1% | $109,313-83.0% | $62,881-70.5% |
| Participation rate | 68.2% | 57.5%+10.6pp | 71.3%-3.1pp | 69.3%-1.1pp |
| Annual return | -3.82% | 11.05%-14.9pp | 22.07%-25.9pp | 20.14%-24.0pp |
| Employer contribution / active EE | $148 | $1,276-88.4% | $3,892-96.2% | $2,281-93.5% |
| Participant deferral / active EE | $1,485 | $2,045-27.4% | $3,166-53.1% | $3,203-53.6% |
| Admin fee / account holder | $475 | $2,884-83.5% | $5,666-91.6% | $4,296-88.9% |