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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 | $25,558 | $110,212-76.8% | $96,534-73.5% | $139,466-81.7% |
| Participation rate | 14.3% | 78.1%-63.8pp | 76.0%-61.7pp | 80.3%-66.0pp |
| Annual return | 7.12% | 26.42%-19.3pp | 25.88%-18.8pp | 373.66%-366.5pp |
| Employer contribution / active EE | $344 | $3,620-90.5% | $2,965-88.4% | $4,754-92.8% |
| Participant deferral / active EE | $1,719 | $5,547-69.0% | $4,851-64.6% | $6,712-74.4% |
| Admin fee / account holder | $1,188 | $11,599-89.8% | $8,253-85.6% | $11,409-89.6% |