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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 | $26,733 | $81,276-67.1% | $155,574-82.8% | $80,925-67.0% |
| Participation rate | 26.7% | 66.2%-39.6pp | 78.2%-51.5pp | 67.7%-41.0pp |
| Annual return | 10.53% | 33.36%-22.8pp | 64.87%-54.3pp | 35.65%-25.1pp |
| Employer contribution / active EE | $245 | $3,103-92.1% | $4,676-94.8% | $2,756-91.1% |
| Participant deferral / active EE | $954 | $3,453-72.4% | $5,629-83.0% | $4,299-77.8% |
| Admin fee / account holder | $4,196 | $7,993-47.5% | $15,914-73.6% | $6,940-39.5% |