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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 | $22,488 | $56,894-60.5% | $84,753-73.5% | $62,881-64.2% |
| Participation rate | 22.9% | 68.5%-45.7pp | 76.6%-53.7pp | 69.3%-46.4pp |
| Annual return | -2.76% | 6.30%-9.1pp | 22.78%-25.5pp | 20.14%-22.9pp |
| Employer contribution / active EE | $246 | $2,400-89.7% | $3,574-93.1% | $2,281-89.2% |
| Participant deferral / active EE | $1,642 | $2,709-39.4% | $3,712-55.8% | $3,203-48.7% |
| Admin fee / account holder | $1,553 | $3,581-56.6% | $5,333-70.9% | $4,296-63.9% |