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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 | $21,396 | $56,894-62.4% | $84,753-74.8% | $62,881-66.0% |
| Participation rate | 48.0% | 68.5%-20.5pp | 76.6%-28.6pp | 69.3%-21.3pp |
| Annual return | -2.58% | 6.30%-8.9pp | 22.78%-25.4pp | 20.14%-22.7pp |
| Employer contribution / active EE | $137 | $2,400-94.3% | $3,574-96.2% | $2,281-94.0% |
| Participant deferral / active EE | $1,366 | $2,709-49.6% | $3,712-63.2% | $3,203-57.4% |
| Admin fee / account holder | $648 | $3,581-81.9% | $5,333-87.9% | $4,296-84.9% |