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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 | $19,675 | $56,894-65.4% | $84,753-76.8% | $62,881-68.7% |
| Participation rate | 39.3% | 68.5%-29.3pp | 76.6%-37.3pp | 69.3%-30.0pp |
| Annual return | 3.13% | 6.30%-3.2pp | 22.78%-19.7pp | 20.14%-17.0pp |
| Employer contribution / active EE | $293 | $2,400-87.8% | $3,574-91.8% | $2,281-87.2% |
| Participant deferral / active EE | $1,336 | $2,709-50.7% | $3,712-64.0% | $3,203-58.3% |
| Admin fee / account holder | $2,556 | $3,581-28.6% | $5,333-52.1% | $4,296-40.5% |