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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 | $23,925 | $47,944-50.1% | $67,834-64.7% | $62,881-62.0% |
| Participation rate | 50.0% | 61.1%-11.1pp | 68.8%-18.8pp | 69.3%-19.3pp |
| Annual return | 2.74% | 11.77%-9.0pp | 138.47%-135.7pp | 20.14%-17.4pp |
| Employer contribution / active EE | $230 | $1,562-85.2% | $2,403-90.4% | $2,281-89.9% |
| Participant deferral / active EE | $1,194 | $2,247-46.9% | $3,160-62.2% | $3,203-62.7% |
| Admin fee / account holder | $1,394 | $3,712-62.4% | $4,622-69.8% | $4,296-67.5% |