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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 | $19,090 | $86,050-77.8% | $189,758-89.9% | $94,015-79.7% |
| Participation rate | 51.1% | 68.9%-17.8pp | 79.8%-28.7pp | 70.8%-19.7pp |
| Annual return | 8.43% | 17.77%-9.3pp | 52.62%-44.2pp | 17.84%-9.4pp |
| Employer contribution / active EE | $286 | $2,819-89.9% | $4,767-94.0% | $2,790-89.8% |
| Participant deferral / active EE | $1,378 | $3,349-58.9% | $5,856-76.5% | $4,249-67.6% |
| Admin fee / account holder | $897 | $6,627-86.5% | $20,388-95.6% | $8,951-90.0% |