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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 | $18,548 | $110,379-83.2% | $102,412-81.9% | $145,884-87.3% |
| Participation rate | 18.2% | 77.9%-59.7pp | 74.5%-56.3pp | 80.3%-62.1pp |
| Annual return | 4.23% | 24.84%-20.6pp | 24.94%-20.7pp | 551.85%-547.6pp |
| Employer contribution / active EE | $731 | $4,216-82.7% | $3,870-81.1% | $4,662-84.3% |
| Participant deferral / active EE | $1,872 | $5,622-66.7% | $5,060-63.0% | $6,690-72.0% |
| Admin fee / account holder | $16,008 | $9,745+64.3% | $8,388+90.9% | $13,392+19.5% |