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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 | $19,430 | $71,215-72.7% | $93,696-79.3% | $80,935-76.0% |
| Participation rate | 40.5% | 60.4%-19.9pp | 68.7%-28.2pp | 67.7%-27.1pp |
| Annual return | 6.09% | 11.27%-5.2pp | 133.74%-127.6pp | 35.66%-29.6pp |
| Employer contribution / active EE | $360 | $1,565-77.0% | $2,422-85.1% | $2,757-86.9% |
| Participant deferral / active EE | $1,310 | $4,037-67.6% | $4,417-70.3% | $4,299-69.5% |
| Admin fee / account holder | $3,154 | $6,958-54.7% | $8,287-61.9% | $6,924-54.4% |