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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 | $24,964 | $56,894-56.1% | $84,753-70.5% | $62,881-60.3% |
| Participation rate | 48.1% | 68.5%-20.4pp | 76.6%-28.4pp | 69.3%-21.2pp |
| Annual return | -0.94% | 6.30%-7.2pp | 22.78%-23.7pp | 20.14%-21.1pp |
| Employer contribution / active EE | $266 | $2,400-88.9% | $3,574-92.6% | $2,281-88.3% |
| Participant deferral / active EE | $1,902 | $2,709-29.8% | $3,712-48.8% | $3,203-40.6% |
| Admin fee / account holder | $4,181 | $3,581+16.8% | $5,333-21.6% | $4,296-2.7% |