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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 | $26,188 | $58,493-55.2% | $84,021-68.8% | $72,975-64.1% |
| Participation rate | 53.3% | 61.2%-7.9pp | 69.0%-15.7pp | 69.5%-16.2pp |
| Annual return | 14.00% | 28.93%-14.9pp | 71.32%-57.3pp | 81.01%-67.0pp |
| Employer contribution / active EE | $159 | $1,163-86.3% | $1,984-92.0% | $2,440-93.5% |
| Participant deferral / active EE | $1,160 | $2,394-51.5% | $3,239-64.2% | $3,608-67.8% |
| Admin fee / account holder | $17,839 | $4,569+290.5% | $6,102+192.4% | $5,124+248.1% |