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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 | $18,610 | $81,233-77.1% | $155,567-88.0% | $80,874-77.0% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 10.05% | 33.33%-23.3pp | 64.74%-54.7pp | 35.62%-25.6pp |
| Employer contribution / active EE | $160 | $3,101-94.8% | $4,674-96.6% | $2,756-94.2% |
| Participant deferral / active EE | $1,123 | $3,452-67.5% | $5,628-80.0% | $4,297-73.9% |
| Admin fee / account holder | $3,019 | $7,998-62.2% | $15,916-81.0% | $6,935-56.5% |