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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 | $23,480 | $41,377-43.3% | $109,313-78.5% | $62,881-62.7% |
| Participation rate | 28.4% | 57.5%-29.2pp | 71.3%-42.9pp | 69.3%-40.9pp |
| Annual return | 3.64% | 11.05%-7.4pp | 22.07%-18.4pp | 20.14%-16.5pp |
| Employer contribution / active EE | $73 | $1,276-94.3% | $3,892-98.1% | $2,281-96.8% |
| Participant deferral / active EE | $966 | $2,045-52.8% | $3,166-69.5% | $3,203-69.9% |
| Admin fee / account holder | $4,592 | $2,884+59.2% | $5,666-19.0% | $4,296+6.9% |