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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 | $19,217 | $56,054-65.7% | $171,082-88.8% | $62,881-69.4% |
| Participation rate | 27.3% | 62.9%-35.6pp | 76.7%-49.4pp | 69.3%-42.0pp |
| Annual return | 4.08% | 22.52%-18.4pp | 32.56%-28.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $4 | $1,731-99.8% | $4,002-99.9% | $2,281-99.8% |
| Participant deferral / active EE | $1,678 | $3,158-46.9% | $4,797-65.0% | $3,203-47.6% |
| Admin fee / account holder | $4,088 | $3,647+12.1% | $8,520-52.0% | $4,296-4.8% |