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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 | $15,901 | $45,087-64.7% | $69,483-77.1% | $72,976-78.2% |
| Participation rate | 50.0% | 68.5%-18.5pp | 74.6%-24.6pp | 69.5%-19.5pp |
| Annual return | 0.47% | 22.67%-22.2pp | 28.99%-28.5pp | 81.02%-80.5pp |
| Employer contribution / active EE | $308 | $2,055-85.0% | $2,780-88.9% | $2,440-87.4% |
| Participant deferral / active EE | $929 | $2,603-64.3% | $3,537-73.7% | $3,608-74.3% |
| Admin fee / account holder | $2,377 | $3,057-22.2% | $3,841-38.1% | $5,124-53.6% |