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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 | $17,497 | $78,027-77.6% | $178,528-90.2% | $80,925-78.4% |
| Participation rate | 52.8% | 65.7%-12.9pp | 77.1%-24.3pp | 67.7%-14.9pp |
| Annual return | 7.51% | 18.09%-10.6pp | 27.11%-19.6pp | 35.65%-28.1pp |
| Employer contribution / active EE | $218 | $2,281-90.5% | $3,950-94.5% | $2,756-92.1% |
| Participant deferral / active EE | $1,513 | $4,408-65.7% | $6,278-75.9% | $4,299-64.8% |
| Admin fee / account holder | $1,249 | $7,168-82.6% | $10,419-88.0% | $6,940-82.0% |