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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 | $21,022 | $25,014-16.0% | $69,611-69.8% | $80,925-74.0% |
| Participation rate | 22.4% | 64.2%-41.8pp | 66.4%-44.0pp | 67.7%-45.2pp |
| Annual return | 5.01% | 19.08%-14.1pp | 101.14%-96.1pp | 35.65%-30.6pp |
| Employer contribution / active EE | $150 | $991-84.8% | $1,709-91.2% | $2,756-94.5% |
| Participant deferral / active EE | $845 | $1,840-54.1% | $2,891-70.8% | $4,299-80.3% |
| Admin fee / account holder | $1,302 | $2,491-47.7% | $4,696-72.3% | $6,940-81.2% |