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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 | $20,524 | $51,638-60.3% | $68,368-70.0% | $82,448-75.1% |
| Participation rate | 16.1% | 63.6%-47.5pp | 73.8%-57.7pp | 68.1%-52.0pp |
| Annual return | 10.46% | 37.53%-27.1pp | 292.57%-282.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $183 | $2,047-91.1% | $2,649-93.1% | $2,551-92.8% |
| Participant deferral / active EE | $552 | $2,914-81.0% | $4,123-86.6% | $4,139-86.7% |
| Admin fee / account holder | $1,520 | $4,643-67.3% | $5,150-70.5% | $7,234-79.0% |