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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 | $20,693 | $81,358-74.6% | $155,556-86.7% | $80,959-74.4% |
| Participation rate | 31.6% | 66.3%-34.6pp | 78.2%-46.6pp | 67.7%-36.0pp |
| Annual return | 9.46% | 33.39%-23.9pp | 64.84%-55.4pp | 35.67%-26.2pp |
| Employer contribution / active EE | $350 | $3,106-88.7% | $4,675-92.5% | $2,757-87.3% |
| Participant deferral / active EE | $1,274 | $3,455-63.1% | $5,631-77.4% | $4,300-70.4% |
| Admin fee / account holder | $4,948 | $7,994-38.1% | $15,885-68.9% | $6,925-28.6% |