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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 | $81,262-71.9% | $155,602-85.3% | $80,911-71.8% |
| Participation rate | 35.3% | 66.2%-30.9pp | 78.2%-42.9pp | 67.6%-32.4pp |
| Annual return | 7.53% | 33.34%-25.8pp | 64.81%-57.3pp | 35.63%-28.1pp |
| Employer contribution / active EE | $353 | $3,102-88.6% | $4,675-92.5% | $2,756-87.2% |
| Participant deferral / active EE | $1,156 | $3,451-66.5% | $5,629-79.5% | $4,297-73.1% |
| Admin fee / account holder | $1,299 | $7,992-83.7% | $15,923-91.8% | $6,935-81.3% |