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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 | $20,707 | $58,512-64.6% | $84,020-75.4% | $72,983-71.6% |
| Participation rate | 46.2% | 61.2%-15.1pp | 69.0%-22.9pp | 69.5%-23.3pp |
| Annual return | 15.48% | 28.93%-13.5pp | 71.31%-55.8pp | 81.01%-65.5pp |
| Employer contribution / active EE | $4 | $1,163-99.7% | $1,984-99.8% | $2,440-99.8% |
| Participant deferral / active EE | $1,119 | $2,394-53.3% | $3,239-65.4% | $3,608-69.0% |
| Admin fee / account holder | $6,602 | $4,569+44.5% | $6,101+8.2% | $5,124+28.8% |