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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 | $55,930-59.8% | $76,089-70.4% | $80,925-72.2% |
| Participation rate | 20.5% | 62.1%-41.5pp | 69.1%-48.6pp | 67.7%-47.1pp |
| Annual return | 6.26% | 20.58%-14.3pp | 360.94%-354.7pp | 35.65%-29.4pp |
| Employer contribution / active EE | $346 | $1,866-81.5% | $2,690-87.2% | $2,756-87.5% |
| Participant deferral / active EE | $1,123 | $3,051-63.2% | $4,259-73.6% | $4,299-73.9% |
| Admin fee / account holder | $1,781 | $5,241-66.0% | $6,418-72.3% | $6,940-74.3% |