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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 | $27,148 | $65,566-58.6% | $86,235-68.5% | $75,177-63.9% |
| Participation rate | 66.7% | 60.5%+6.2pp | 69.0%-2.3pp | 67.2%-0.5pp |
| Annual return | 7.73% | 46.07%-38.3pp | 1170.03%-1162.3pp | 160.75%-153.0pp |
| Employer contribution / active EE | $46 | $1,553-97.1% | $2,381-98.1% | $2,671-98.3% |
| Participant deferral / active EE | $3,482 | $3,023+15.2% | $3,987-12.7% | $4,126-15.6% |
| Admin fee / account holder | $2,562 | $5,470-53.2% | $6,856-62.6% | $5,651-54.7% |