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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 | $22,853 | $81,358-71.9% | $155,556-85.3% | $80,959-71.8% |
| Participation rate | 35.3% | 66.3%-31.0pp | 78.2%-42.9pp | 67.7%-32.4pp |
| Annual return | 7.53% | 33.39%-25.9pp | 64.84%-57.3pp | 35.67%-28.1pp |
| Employer contribution / active EE | $353 | $3,106-88.7% | $4,675-92.5% | $2,757-87.2% |
| Participant deferral / active EE | $1,156 | $3,455-66.5% | $5,631-79.5% | $4,300-73.1% |
| Admin fee / account holder | $1,299 | $7,994-83.8% | $15,885-91.8% | $6,925-81.2% |