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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 | $19,101 | $58,311-67.2% | $81,882-76.7% | $80,959-76.4% |
| Participation rate | 20.5% | 63.5%-43.0pp | 72.4%-51.9pp | 67.7%-47.2pp |
| Annual return | 8.86% | 41.85%-33.0pp | 779.47%-770.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $207 | $2,347-91.2% | $2,916-92.9% | $2,757-92.5% |
| Participant deferral / active EE | $859 | $3,287-73.9% | $4,323-80.1% | $4,300-80.0% |
| Admin fee / account holder | $1,136 | $4,752-76.1% | $7,360-84.6% | $6,925-83.6% |