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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 | $21,668 | $81,262-73.3% | $155,602-86.1% | $80,911-73.2% |
| Participation rate | 9.3% | 66.2%-57.0pp | 78.2%-68.9pp | 67.6%-58.4pp |
| Annual return | 10.33% | 33.34%-23.0pp | 64.81%-54.5pp | 35.63%-25.3pp |
| Employer contribution / active EE | $337 | $3,102-89.1% | $4,675-92.8% | $2,756-87.8% |
| Participant deferral / active EE | $927 | $3,451-73.1% | $5,629-83.5% | $4,297-78.4% |
| Admin fee / account holder | $2,745 | $7,992-65.7% | $15,923-82.8% | $6,935-60.4% |