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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 | $22,486 | $52,580-57.2% | $71,671-68.6% | $70,126-67.9% |
| Participation rate | 54.2% | 60.9%-6.7pp | 68.7%-14.6pp | 69.5%-15.4pp |
| Annual return | 10.63% | 20.25%-9.6pp | 20.65%-10.0pp | 73.15%-62.5pp |
| Employer contribution / active EE | $222 | $1,616-86.3% | $2,460-91.0% | $2,343-90.5% |
| Participant deferral / active EE | $1,111 | $2,386-53.4% | $3,438-67.7% | $3,332-66.6% |
| Admin fee / account holder | $5,836 | $3,653+59.8% | $5,558+5.0% | $4,645+25.6% |