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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 | $20,042 | $106,267-81.1% | $96,520-79.2% | $139,456-85.6% |
| Participation rate | 14.3% | 77.8%-63.6pp | 74.3%-60.1pp | 80.3%-66.0pp |
| Annual return | 9.61% | 38.45%-28.8pp | 35.72%-26.1pp | 373.45%-363.8pp |
| Employer contribution / active EE | $302 | $4,105-92.6% | $3,739-91.9% | $4,753-93.6% |
| Participant deferral / active EE | $1,576 | $5,454-71.1% | $4,879-67.7% | $6,711-76.5% |
| Admin fee / account holder | $1,942 | $7,882-75.4% | $6,733-71.2% | $11,407-83.0% |