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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 | $22,503 | $56,063-59.9% | $76,051-70.4% | $80,911-72.2% |
| Participation rate | 29.3% | 62.0%-32.8pp | 69.1%-39.8pp | 67.6%-38.4pp |
| Annual return | 10.18% | 20.54%-10.4pp | 360.42%-350.2pp | 35.63%-25.5pp |
| Employer contribution / active EE | $131 | $1,874-93.0% | $2,690-95.1% | $2,756-95.2% |
| Participant deferral / active EE | $1,037 | $3,052-66.0% | $4,257-75.6% | $4,297-75.9% |
| Admin fee / account holder | $4,868 | $5,240-7.1% | $6,416-24.1% | $6,935-29.8% |