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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 | $22,107 | $91,179-75.8% | $178,499-87.6% | $79,852-72.3% |
| Participation rate | 32.1% | 69.2%-37.1pp | 81.9%-49.8pp | 69.6%-37.5pp |
| Annual return | 6.43% | 24.19%-17.8pp | 151.10%-144.7pp | 31.72%-25.3pp |
| Employer contribution / active EE | $155 | $3,256-95.2% | $5,011-96.9% | $2,471-93.7% |
| Participant deferral / active EE | $1,387 | $3,236-57.1% | $5,202-73.3% | $3,740-62.9% |
| Admin fee / account holder | $5,471 | $6,749-18.9% | $13,986-60.9% | $5,306+3.1% |