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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 | $15,185 | $49,255-69.2% | $70,494-78.5% | $79,856-81.0% |
| Participation rate | 37.5% | 69.2%-31.7pp | 75.1%-37.6pp | 69.6%-32.1pp |
| Annual return | 0.89% | 30.10%-29.2pp | 109.16%-108.3pp | 31.71%-30.8pp |
| Employer contribution / active EE | $357 | $2,100-83.0% | $2,738-87.0% | $2,471-85.5% |
| Participant deferral / active EE | $1,236 | $2,768-55.4% | $3,711-66.7% | $3,741-67.0% |
| Admin fee / account holder | $1,239 | $2,879-57.0% | $3,848-67.8% | $5,306-76.6% |