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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 | $22,716 | $63,861-64.4% | $104,625-78.3% | $79,852-71.6% |
| Participation rate | 39.5% | 64.9%-25.4pp | 74.1%-34.5pp | 69.6%-30.1pp |
| Annual return | 10.19% | 21.30%-11.1pp | 340.60%-330.4pp | 31.72%-21.5pp |
| Employer contribution / active EE | $69 | $1,588-95.7% | $2,681-97.4% | $2,471-97.2% |
| Participant deferral / active EE | $1,434 | $2,693-46.8% | $3,738-61.6% | $3,740-61.7% |
| Admin fee / account holder | $2,078 | $4,185-50.4% | $6,465-67.9% | $5,306-60.8% |