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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 | $22,495 | $55,902-59.8% | $76,030-70.4% | $80,959-72.2% |
| Participation rate | 20.5% | 62.1%-41.6pp | 69.1%-48.5pp | 67.7%-47.2pp |
| Annual return | 6.26% | 20.59%-14.3pp | 361.54%-355.3pp | 35.67%-29.4pp |
| Employer contribution / active EE | $346 | $1,867-81.5% | $2,688-87.1% | $2,757-87.5% |
| Participant deferral / active EE | $1,123 | $3,051-63.2% | $4,257-73.6% | $4,300-73.9% |
| Admin fee / account holder | $1,781 | $5,239-66.0% | $6,421-72.3% | $6,925-74.3% |