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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 | $18,747 | $57,590-67.4% | $86,233-78.3% | $82,448-77.3% |
| Participation rate | 18.5% | 57.9%-39.3pp | 69.0%-50.5pp | 68.1%-49.5pp |
| Annual return | 11.93% | 22.41%-10.5pp | 61.39%-49.5pp | 41.64%-29.7pp |
| Employer contribution / active EE | $149 | $1,655-91.0% | $2,504-94.1% | $2,551-94.2% |
| Participant deferral / active EE | $1,206 | $3,080-60.8% | $4,559-73.5% | $4,139-70.9% |
| Admin fee / account holder | $9,784 | $4,730+106.8% | $8,342+17.3% | $7,234+35.2% |