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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 | $28,061 | $81,331-65.5% | $155,534-82.0% | $80,935-65.3% |
| Participation rate | 30.6% | 66.3%-35.7pp | 78.2%-47.6pp | 67.7%-37.1pp |
| Annual return | 7.98% | 33.37%-25.4pp | 64.92%-56.9pp | 35.66%-27.7pp |
| Employer contribution / active EE | $89 | $3,105-97.1% | $4,675-98.1% | $2,757-96.8% |
| Participant deferral / active EE | $1,346 | $3,454-61.0% | $5,630-76.1% | $4,299-68.7% |
| Admin fee / account holder | $1,294 | $7,999-83.8% | $15,900-91.9% | $6,924-81.3% |