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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 | $22,017 | $56,894-61.3% | $84,753-74.0% | $62,881-65.0% |
| Participation rate | 50.0% | 68.5%-18.5pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 3.83% | 6.30%-2.5pp | 22.78%-19.0pp | 20.14%-16.3pp |
| Employer contribution / active EE | $447 | $2,400-81.4% | $3,574-87.5% | $2,281-80.4% |
| Participant deferral / active EE | $1,309 | $2,709-51.7% | $3,712-64.7% | $3,203-59.1% |
| Admin fee / account holder | $3,811 | $3,581+6.4% | $5,333-28.5% | $4,296-11.3% |