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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 | $20,503 | $46,732-56.1% | $156,551-86.9% | $55,167-62.8% |
| Participation rate | 28.2% | 65.8%-37.6pp | 84.0%-55.8pp | 69.0%-40.8pp |
| Annual return | 0.28% | 17.72%-17.4pp | 32.23%-31.9pp | 169.23%-168.9pp |
| Employer contribution / active EE | $163 | $2,105-92.2% | $5,501-97.0% | $1,963-91.7% |
| Participant deferral / active EE | $1,407 | $2,204-36.2% | $4,871-71.1% | $3,054-53.9% |
| Admin fee / account holder | $325 | $418-22.3% | $13,028-97.5% | $504-35.5% |