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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 | $22,641 | $48,053-52.9% | $84,637-73.2% | $72,976-69.0% |
| Participation rate | 51.4% | 57.6%-6.1pp | 68.2%-16.8pp | 69.5%-18.1pp |
| Annual return | 8.27% | 37.39%-29.1pp | 258.82%-250.6pp | 81.02%-72.7pp |
| Employer contribution / active EE | $151 | $1,602-90.6% | $2,653-94.3% | $2,440-93.8% |
| Participant deferral / active EE | $988 | $2,681-63.1% | $3,900-74.7% | $3,608-72.6% |
| Admin fee / account holder | $1,987 | $3,395-41.5% | $4,914-59.6% | $5,124-61.2% |