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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 | $20,960 | $46,877-55.3% | $122,354-82.9% | $70,126-70.1% |
| Participation rate | 65.9% | 58.2%+7.7pp | 71.6%-5.8pp | 69.5%-3.7pp |
| Annual return | 8.28% | 24.22%-15.9pp | 30.28%-22.0pp | 73.15%-64.9pp |
| Employer contribution / active EE | $105 | $1,288-91.9% | $4,051-97.4% | $2,343-95.5% |
| Participant deferral / active EE | $1,276 | $2,167-41.1% | $3,287-61.2% | $3,332-61.7% |
| Admin fee / account holder | $2,765 | $3,324-16.8% | $5,479-49.5% | $4,645-40.5% |