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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 | $20,202 | $75,541-73.3% | $152,093-86.7% | $82,637-75.6% |
| Participation rate | 48.0% | 66.5%-18.5pp | 77.8%-29.8pp | 68.1%-20.1pp |
| Annual return | 10.73% | 32.56%-21.8pp | 66.36%-55.6pp | 53.51%-42.8pp |
| Employer contribution / active EE | $283 | $2,622-89.2% | $4,175-93.2% | $2,552-88.9% |
| Participant deferral / active EE | $1,771 | $3,206-44.7% | $5,451-67.5% | $4,126-57.1% |
| Admin fee / account holder | $1,581 | $6,405-75.3% | $14,497-89.1% | $7,339-78.5% |