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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 | $20,382 | $54,757-62.8% | $90,304-77.4% | $72,975-72.1% |
| Participation rate | 58.3% | 65.2%-6.8pp | 73.3%-14.9pp | 69.5%-11.2pp |
| Annual return | 5.09% | 30.63%-25.5pp | 78.13%-73.0pp | 81.01%-75.9pp |
| Employer contribution / active EE | $25 | $2,093-98.8% | $2,855-99.1% | $2,440-99.0% |
| Participant deferral / active EE | $2,774 | $2,887-3.9% | $3,885-28.6% | $3,608-23.1% |
| Admin fee / account holder | $1,783 | $3,973-55.1% | $5,354-66.7% | $5,124-65.2% |