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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 | $16,882 | $49,976-66.2% | $66,674-74.7% | $82,637-79.6% |
| Participation rate | 58.6% | 63.1%-4.5pp | 73.7%-15.1pp | 68.1%-9.4pp |
| Annual return | 8.18% | 39.09%-30.9pp | 321.24%-313.1pp | 53.51%-45.3pp |
| Employer contribution / active EE | $209 | $1,988-89.5% | $2,620-92.0% | $2,552-91.8% |
| Participant deferral / active EE | $2,762 | $2,847-3.0% | $4,084-32.4% | $4,126-33.1% |
| Admin fee / account holder | $1,398 | $4,594-69.6% | $5,098-72.6% | $7,339-81.0% |