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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 | $15,283 | $58,627-73.9% | $76,735-80.1% | $82,448-81.5% |
| Participation rate | 29.5% | 63.2%-33.7pp | 69.5%-40.0pp | 68.1%-38.6pp |
| Annual return | 5.59% | 39.10%-33.5pp | 29.77%-24.2pp | 41.64%-36.0pp |
| Employer contribution / active EE | $279 | $1,729-83.9% | $2,454-88.6% | $2,551-89.1% |
| Participant deferral / active EE | $1,142 | $3,134-63.6% | $4,088-72.1% | $4,139-72.4% |
| Admin fee / account holder | $8,788 | $5,323+65.1% | $7,189+22.2% | $7,234+21.5% |