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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 | $20,244 | $110,379-81.7% | $102,412-80.2% | $145,884-86.1% |
| Participation rate | 42.9% | 77.9%-35.1pp | 74.5%-31.6pp | 80.3%-37.4pp |
| Annual return | 7.58% | 24.84%-17.3pp | 24.94%-17.4pp | 551.85%-544.3pp |
| Employer contribution / active EE | $514 | $4,216-87.8% | $3,870-86.7% | $4,662-89.0% |
| Participant deferral / active EE | $2,370 | $5,622-57.8% | $5,060-53.2% | $6,690-64.6% |
| Admin fee / account holder | $6,095 | $9,745-37.5% | $8,388-27.3% | $13,392-54.5% |