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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 | $24,909 | $72,071-65.4% | $68,368-63.6% | $137,256-81.9% |
| Participation rate | 19.0% | 76.2%-57.2pp | 73.8%-54.7pp | 80.0%-60.9pp |
| Annual return | 12.94% | 353.14%-340.2pp | 292.57%-279.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $357 | $2,788-87.2% | $2,649-86.5% | $4,156-91.4% |
| Participant deferral / active EE | $638 | $4,410-85.5% | $4,123-84.5% | $6,407-90.0% |
| Admin fee / account holder | $2,331 | $5,336-56.3% | $5,150-54.7% | $12,270-81.0% |