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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 | $22,130 | $47,944-53.8% | $67,834-67.4% | $62,881-64.8% |
| Participation rate | 34.6% | 61.1%-26.5pp | 68.8%-34.2pp | 69.3%-34.7pp |
| Annual return | 1.25% | 11.77%-10.5pp | 138.47%-137.2pp | 20.14%-18.9pp |
| Employer contribution / active EE | $117 | $1,562-92.5% | $2,403-95.1% | $2,281-94.9% |
| Participant deferral / active EE | $1,115 | $2,247-50.4% | $3,160-64.7% | $3,203-65.2% |
| Admin fee / account holder | $4,103 | $3,712+10.5% | $4,622-11.2% | $4,296-4.5% |