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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 | $20,057 | $48,364-58.5% | $71,796-72.1% | $62,881-68.1% |
| Participation rate | 56.5% | 60.6%-4.1pp | 69.1%-12.6pp | 69.3%-12.8pp |
| Annual return | 3.69% | 13.16%-9.5pp | 78.04%-74.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $136 | $1,042-87.0% | $1,924-93.0% | $2,281-94.1% |
| Participant deferral / active EE | $1,041 | $2,091-50.2% | $2,794-62.7% | $3,203-67.5% |
| Admin fee / account holder | $5,425 | $3,771+43.8% | $4,815+12.7% | $4,296+26.3% |