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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 | $21,676 | $47,944-54.8% | $67,834-68.0% | $62,881-65.5% |
| Participation rate | 42.4% | 61.1%-18.6pp | 68.8%-26.4pp | 69.3%-26.9pp |
| Annual return | 2.92% | 11.77%-8.8pp | 138.47%-135.6pp | 20.14%-17.2pp |
| Employer contribution / active EE | $227 | $1,562-85.5% | $2,403-90.5% | $2,281-90.0% |
| Participant deferral / active EE | $1,601 | $2,247-28.7% | $3,160-49.3% | $3,203-50.0% |
| Admin fee / account holder | $4,341 | $3,712+16.9% | $4,622-6.1% | $4,296+1.1% |