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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 | $24,001 | $45,043-46.7% | $63,005-61.9% | $70,124-65.8% |
| Participation rate | 44.8% | 69.5%-24.7pp | 74.8%-30.0pp | 69.5%-24.7pp |
| Annual return | 10.33% | 18.76%-8.4pp | 87.59%-77.3pp | 73.14%-62.8pp |
| Employer contribution / active EE | $302 | $2,052-85.3% | $2,760-89.1% | $2,342-87.1% |
| Participant deferral / active EE | $893 | $2,466-63.8% | $3,329-73.2% | $3,332-73.2% |
| Admin fee / account holder | $677 | $2,833-76.1% | $3,599-81.2% | $4,645-85.4% |