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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 | $22,581 | $77,908-71.0% | $149,696-84.9% | $75,173-70.0% |
| Participation rate | 36.9% | 65.6%-28.7pp | 78.8%-41.9pp | 67.2%-30.3pp |
| Annual return | 10.37% | 31.73%-21.4pp | 134.46%-124.1pp | 160.72%-150.4pp |
| Employer contribution / active EE | $217 | $3,138-93.1% | $4,821-95.5% | $2,671-91.9% |
| Participant deferral / active EE | $1,057 | $3,411-69.0% | $5,682-81.4% | $4,126-74.4% |
| Admin fee / account holder | $1,894 | $5,950-68.2% | $13,212-85.7% | $5,651-66.5% |