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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 | $25,754 | $91,167-71.8% | $178,498-85.6% | $79,858-67.7% |
| Participation rate | 52.9% | 69.2%-16.3pp | 81.9%-29.1pp | 69.6%-16.8pp |
| Annual return | 4.45% | 24.19%-19.7pp | 151.09%-146.6pp | 31.72%-27.3pp |
| Employer contribution / active EE | $333 | $3,255-89.8% | $5,011-93.4% | $2,471-86.5% |
| Participant deferral / active EE | $1,306 | $3,236-59.6% | $5,202-74.9% | $3,740-65.1% |
| Admin fee / account holder | $1,178 | $6,747-82.5% | $13,985-91.6% | $5,306-77.8% |