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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 | $25,190 | $71,215-64.6% | $93,696-73.1% | $80,935-68.9% |
| Participation rate | 26.1% | 60.4%-34.3pp | 68.7%-42.6pp | 67.7%-41.6pp |
| Annual return | 9.31% | 11.27%-2.0pp | 133.74%-124.4pp | 35.66%-26.4pp |
| Employer contribution / active EE | $351 | $1,565-77.5% | $2,422-85.5% | $2,757-87.3% |
| Participant deferral / active EE | $1,305 | $4,037-67.7% | $4,417-70.5% | $4,299-69.6% |
| Admin fee / account holder | $1,660 | $6,958-76.1% | $8,287-80.0% | $6,924-76.0% |