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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 | $21,079 | $51,222-58.8% | $70,544-70.1% | $75,173-72.0% |
| Participation rate | 19.7% | 61.0%-41.3pp | 68.4%-48.7pp | 67.2%-47.5pp |
| Annual return | 13.21% | 30.06%-16.8pp | 32.79%-19.6pp | 160.72%-147.5pp |
| Employer contribution / active EE | $341 | $1,827-81.3% | $2,976-88.6% | $2,671-87.2% |
| Participant deferral / active EE | $1,028 | $2,850-63.9% | $4,568-77.5% | $4,126-75.1% |
| Admin fee / account holder | $1,014 | $4,096-75.2% | $6,427-84.2% | $5,651-82.1% |