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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 | $24,495 | $91,167-73.1% | $178,498-86.3% | $79,858-69.3% |
| Participation rate | 47.1% | 69.2%-22.1pp | 81.9%-34.9pp | 69.6%-22.6pp |
| Annual return | 8.91% | 24.19%-15.3pp | 151.09%-142.2pp | 31.72%-22.8pp |
| Employer contribution / active EE | $172 | $3,255-94.7% | $5,011-96.6% | $2,471-93.0% |
| Participant deferral / active EE | $1,568 | $3,236-51.6% | $5,202-69.9% | $3,740-58.1% |
| Admin fee / account holder | $4,647 | $6,747-31.1% | $13,985-66.8% | $5,306-12.4% |