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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 | $17,170 | $35,183-51.2% | $73,550-76.7% | $70,126-75.5% |
| Participation rate | 41.8% | 42.9%-1.1pp | 54.9%-13.1pp | 69.5%-27.7pp |
| Annual return | 9.39% | 26.90%-17.5pp | -15.16%+24.5pp | 73.15%-63.8pp |
| Employer contribution / active EE | $65 | $709-90.8% | $1,219-94.7% | $2,343-97.2% |
| Participant deferral / active EE | $945 | $1,220-22.6% | $1,804-47.6% | $3,332-71.6% |
| Admin fee / account holder | $3,394 | $2,302+47.4% | $2,320+46.3% | $4,645-26.9% |