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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 | $20,432 | $54,757-62.7% | $90,304-77.4% | $72,975-72.0% |
| Participation rate | 26.3% | 65.2%-38.8pp | 73.3%-47.0pp | 69.5%-43.2pp |
| Annual return | 15.26% | 30.63%-15.4pp | 78.13%-62.9pp | 81.01%-65.8pp |
| Employer contribution / active EE | $174 | $2,093-91.7% | $2,855-93.9% | $2,440-92.9% |
| Participant deferral / active EE | $1,170 | $2,887-59.5% | $3,885-69.9% | $3,608-67.6% |
| Admin fee / account holder | $1,552 | $3,973-60.9% | $5,354-71.0% | $5,124-69.7% |