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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 | $24,057 | $77,920-69.1% | $149,723-83.9% | $75,177-68.0% |
| Participation rate | 23.6% | 65.6%-41.9pp | 78.8%-55.1pp | 67.2%-43.6pp |
| Annual return | 11.15% | 31.72%-20.6pp | 134.50%-123.3pp | 160.75%-149.6pp |
| Employer contribution / active EE | $144 | $3,138-95.4% | $4,821-97.0% | $2,671-94.6% |
| Participant deferral / active EE | $1,908 | $3,411-44.1% | $5,682-66.4% | $4,126-53.8% |
| Admin fee / account holder | $13,305 | $5,951+123.6% | $13,215+0.7% | $5,651+135.4% |