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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 | $19,444 | $63,764-69.5% | $81,926-76.3% | $79,858-75.7% |
| Participation rate | 35.9% | 67.5%-31.6pp | 72.0%-36.1pp | 69.6%-33.7pp |
| Annual return | 8.73% | 22.66%-13.9pp | 29.49%-20.8pp | 31.72%-23.0pp |
| Employer contribution / active EE | $169 | $1,795-90.6% | $4,310-96.1% | $2,471-93.2% |
| Participant deferral / active EE | $1,136 | $2,780-59.1% | $7,108-84.0% | $3,740-69.6% |
| Admin fee / account holder | $8,493 | $4,426+91.9% | $5,159+64.6% | $5,306+60.1% |