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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 | $21,818 | $57,541-62.1% | $95,740-77.2% | $75,173-71.0% |
| Participation rate | 35.5% | 62.5%-27.0pp | 72.3%-36.8pp | 67.2%-31.7pp |
| Annual return | 10.40% | 34.93%-24.5pp | 28.41%-18.0pp | 160.72%-150.3pp |
| Employer contribution / active EE | $145 | $1,808-92.0% | $2,836-94.9% | $2,671-94.6% |
| Participant deferral / active EE | $1,799 | $3,074-41.5% | $4,244-57.6% | $4,126-56.4% |
| Admin fee / account holder | $1,044 | $4,099-74.5% | $5,676-81.6% | $5,651-81.5% |