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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 | $22,202 | $55,930-60.3% | $76,089-70.8% | $80,925-72.6% |
| Participation rate | 36.8% | 62.1%-25.2pp | 69.1%-32.2pp | 67.7%-30.8pp |
| Annual return | 8.32% | 20.58%-12.3pp | 360.94%-352.6pp | 35.65%-27.3pp |
| Employer contribution / active EE | $371 | $1,866-80.1% | $2,690-86.2% | $2,756-86.5% |
| Participant deferral / active EE | $1,249 | $3,051-59.1% | $4,259-70.7% | $4,299-70.9% |
| Admin fee / account holder | $2,130 | $5,241-59.4% | $6,418-66.8% | $6,940-69.3% |