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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 | $25,166 | $54,541-53.9% | $78,778-68.1% | $70,126-64.1% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 8.31% | 21.07%-12.8pp | 35.62%-27.3pp | 73.15%-64.8pp |
| Employer contribution / active EE | $87 | $1,089-92.0% | $1,986-95.6% | $2,343-96.3% |
| Participant deferral / active EE | $1,016 | $2,210-54.0% | $2,958-65.6% | $3,332-69.5% |
| Admin fee / account holder | $1,072 | $3,709-71.1% | $5,134-79.1% | $4,645-76.9% |