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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 | $59,440-69.1% | $78,004-76.4% | $82,637-77.7% |
| Participation rate | 30.8% | 62.8%-32.1pp | 69.4%-38.7pp | 68.1%-37.3pp |
| Annual return | 12.54% | 40.24%-27.7pp | 31.07%-18.5pp | 53.51%-41.0pp |
| Employer contribution / active EE | $275 | $1,750-84.3% | $2,469-88.9% | $2,552-89.2% |
| Participant deferral / active EE | $2,041 | $3,138-35.0% | $4,092-50.1% | $4,126-50.5% |
| Admin fee / account holder | $7,448 | $5,504+35.3% | $7,578-1.7% | $7,339+1.5% |