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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 | $76,407-75.0% | $150,298-87.3% | $82,448-76.8% |
| Participation rate | 51.1% | 66.4%-15.3pp | 77.8%-26.6pp | 68.1%-16.9pp |
| Annual return | 8.43% | 39.99%-31.6pp | 62.79%-54.4pp | 41.64%-33.2pp |
| Employer contribution / active EE | $286 | $2,614-89.1% | $4,154-93.1% | $2,551-88.8% |
| Participant deferral / active EE | $1,378 | $3,214-57.1% | $5,453-74.7% | $4,139-66.7% |
| Admin fee / account holder | $897 | $6,352-85.9% | $14,116-93.6% | $7,234-87.6% |