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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 | $18,925 | $57,140-66.9% | $85,240-77.8% | $80,959-76.6% |
| Participation rate | 29.7% | 56.4%-26.7pp | 67.5%-37.8pp | 67.7%-37.9pp |
| Annual return | 7.56% | 21.71%-14.2pp | 66.75%-59.2pp | 35.67%-28.1pp |
| Employer contribution / active EE | $222 | $1,802-87.7% | $2,735-91.9% | $2,757-91.9% |
| Participant deferral / active EE | $882 | $3,115-71.7% | $4,527-80.5% | $4,300-79.5% |
| Admin fee / account holder | $320 | $4,992-93.6% | $6,165-94.8% | $6,925-95.4% |