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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 | $22,256 | $22,602-1.5% | $65,566-66.1% | $75,173-70.4% |
| Participation rate | 24.7% | 63.1%-38.4pp | 64.9%-40.3pp | 67.2%-42.5pp |
| Annual return | 15.10% | 71.13%-56.0pp | 47.40%-32.3pp | 160.72%-145.6pp |
| Employer contribution / active EE | $278 | $941-70.5% | $1,692-83.6% | $2,671-89.6% |
| Participant deferral / active EE | $1,590 | $1,695-6.2% | $2,832-43.8% | $4,126-61.5% |
| Admin fee / account holder | $1,648 | $1,877-12.2% | $4,114-59.9% | $5,651-70.8% |