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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 | $18,165 | $61,356-70.4% | $149,696-87.9% | $71,511-74.6% |
| Participation rate | 57.0% | 62.5%-5.5pp | 78.8%-21.8pp | 67.9%-10.9pp |
| Annual return | 3.89% | 35.86%-32.0pp | 134.46%-130.6pp | 28.86%-25.0pp |
| Employer contribution / active EE | $301 | $2,382-87.3% | $4,821-93.7% | $2,589-88.4% |
| Participant deferral / active EE | $1,164 | $2,920-60.1% | $5,682-79.5% | $4,291-72.9% |
| Admin fee / account holder | $802 | $1,263-36.5% | $13,212-93.9% | $1,588-49.5% |