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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 | $15,561 | $52,306-70.2% | $69,779-77.7% | $62,881-75.3% |
| Participation rate | 53.8% | 67.2%-13.4pp | 71.8%-18.0pp | 69.3%-15.5pp |
| Annual return | 3.90% | 13.35%-9.5pp | 12.99%-9.1pp | 20.14%-16.2pp |
| Employer contribution / active EE | $165 | $1,799-90.8% | $2,338-92.9% | $2,281-92.8% |
| Participant deferral / active EE | $1,465 | $2,395-38.8% | $2,931-50.0% | $3,203-54.3% |
| Admin fee / account holder | $1,447 | $3,691-60.8% | $4,381-67.0% | $4,296-66.3% |