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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 | $17,439 | $81,358-78.6% | $155,556-88.8% | $80,959-78.5% |
| Participation rate | 57.1% | 66.3%-9.1pp | 78.2%-21.1pp | 67.7%-10.5pp |
| Annual return | 8.29% | 33.39%-25.1pp | 64.84%-56.5pp | 35.67%-27.4pp |
| Employer contribution / active EE | $115 | $3,106-96.3% | $4,675-97.5% | $2,757-95.8% |
| Participant deferral / active EE | $1,209 | $3,455-65.0% | $5,631-78.5% | $4,300-71.9% |
| Admin fee / account holder | $1,496 | $7,994-81.3% | $15,885-90.6% | $6,925-78.4% |