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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 | $21,972 | $56,894-61.4% | $84,753-74.1% | $62,881-65.1% |
| Participation rate | 41.3% | 68.5%-27.3pp | 76.6%-35.3pp | 69.3%-28.0pp |
| Annual return | -0.38% | 6.30%-6.7pp | 22.78%-23.2pp | 20.14%-20.5pp |
| Employer contribution / active EE | $265 | $2,400-89.0% | $3,574-92.6% | $2,281-88.4% |
| Participant deferral / active EE | $1,156 | $2,709-57.3% | $3,712-68.9% | $3,203-63.9% |
| Admin fee / account holder | $619 | $3,581-82.7% | $5,333-88.4% | $4,296-85.6% |