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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 | $25,654 | $65,072-60.6% | $66,439-61.4% | $65,306-60.7% |
| Participation rate | 58.3% | 69.1%-10.8pp | 74.5%-16.2pp | 57.7%+0.6pp |
| Annual return | 7.64% | 21.50%-13.9pp | 757.66%-750.0pp | 21.94%-14.3pp |
| Employer contribution / active EE | $0 | $2,475-100.0% | $2,637-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $2,520 | $3,234-22.1% | $3,876-35.0% | $2,959-14.8% |
| Admin fee / account holder | $5,604 | $1,323+323.5% | $6,173-9.2% | $3,480+61.0% |