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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 | $20,225 | $77,896-74.0% | $134,172-84.9% | $82,448-75.5% |
| Participation rate | 46.4% | 62.8%-16.4pp | 72.5%-26.0pp | 68.1%-21.6pp |
| Annual return | 11.10% | 18.21%-7.1pp | 25.30%-14.2pp | 41.64%-30.5pp |
| Employer contribution / active EE | $427 | $2,159-80.2% | $3,420-87.5% | $2,551-83.3% |
| Participant deferral / active EE | $1,134 | $3,162-64.1% | $4,690-75.8% | $4,139-72.6% |
| Admin fee / account holder | $6,978 | $6,336+10.1% | $12,016-41.9% | $7,234-3.5% |