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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 | $24,821 | $61,338-59.5% | $149,717-83.4% | $71,495-65.3% |
| Participation rate | 28.8% | 62.5%-33.7pp | 78.8%-50.0pp | 67.9%-39.2pp |
| Annual return | 12.75% | 35.86%-23.1pp | 134.41%-121.7pp | 28.85%-16.1pp |
| Employer contribution / active EE | $159 | $2,381-93.3% | $4,820-96.7% | $2,589-93.8% |
| Participant deferral / active EE | $908 | $2,919-68.9% | $5,682-84.0% | $4,291-78.8% |
| Admin fee / account holder | $1,043 | $1,263-17.4% | $13,213-92.1% | $1,588-34.3% |