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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 | $18,388 | $58,627-68.6% | $76,735-76.0% | $82,448-77.7% |
| Participation rate | 30.8% | 63.2%-32.4pp | 69.5%-38.7pp | 68.1%-37.3pp |
| Annual return | 12.54% | 39.10%-26.6pp | 29.77%-17.2pp | 41.64%-29.1pp |
| Employer contribution / active EE | $275 | $1,729-84.1% | $2,454-88.8% | $2,551-89.2% |
| Participant deferral / active EE | $2,041 | $3,134-34.9% | $4,088-50.1% | $4,139-50.7% |
| Admin fee / account holder | $7,448 | $5,323+39.9% | $7,189+3.6% | $7,234+2.9% |