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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 | $17,470 | $22,602-22.7% | $65,566-73.4% | $75,173-76.8% |
| Participation rate | 27.6% | 63.1%-35.5pp | 64.9%-37.3pp | 67.2%-39.6pp |
| Annual return | 4.23% | 71.13%-66.9pp | 47.40%-43.2pp | 160.72%-156.5pp |
| Employer contribution / active EE | $139 | $941-85.2% | $1,692-91.8% | $2,671-94.8% |
| Participant deferral / active EE | $936 | $1,695-44.8% | $2,832-67.0% | $4,126-77.3% |
| Admin fee / account holder | $597 | $1,877-68.2% | $4,114-85.5% | $5,651-89.4% |