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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 | $20,816 | $81,276-74.4% | $155,574-86.6% | $80,925-74.3% |
| Participation rate | 17.9% | 66.2%-48.3pp | 78.2%-60.3pp | 67.7%-49.7pp |
| Annual return | 9.03% | 33.36%-24.3pp | 64.87%-55.8pp | 35.65%-26.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,185 | $3,453-65.7% | $5,629-79.0% | $4,299-72.4% |
| Admin fee / account holder | $8,724 | $7,993+9.1% | $15,914-45.2% | $6,940+25.7% |