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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 | $22,904 | $56,054-59.1% | $171,082-86.6% | $62,881-63.6% |
| Participation rate | 52.9% | 62.9%-9.9pp | 76.7%-23.8pp | 69.3%-16.4pp |
| Annual return | 3.92% | 22.52%-18.6pp | 32.56%-28.6pp | 20.14%-16.2pp |
| Employer contribution / active EE | $165 | $1,731-90.5% | $4,002-95.9% | $2,281-92.8% |
| Participant deferral / active EE | $1,802 | $3,158-42.9% | $4,797-62.4% | $3,203-43.7% |
| Admin fee / account holder | $3,545 | $3,647-2.8% | $8,520-58.4% | $4,296-17.5% |