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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 | $20,997 | $71,215-70.5% | $93,696-77.6% | $80,935-74.1% |
| Participation rate | 17.9% | 60.4%-42.5pp | 68.7%-50.9pp | 67.7%-49.8pp |
| Annual return | 2.33% | 11.27%-8.9pp | 133.74%-131.4pp | 35.66%-33.3pp |
| Employer contribution / active EE | $197 | $1,565-87.4% | $2,422-91.9% | $2,757-92.9% |
| Participant deferral / active EE | $2,821 | $4,037-30.1% | $4,417-36.1% | $4,299-34.4% |
| Admin fee / account holder | $177,758 | $6,958+2454.7% | $8,287+2045.1% | $6,924+2467.1% |