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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 | $18,486 | $63,845-71.0% | $81,370-77.3% | $80,959-77.2% |
| Participation rate | 61.3% | 63.9%-2.6pp | 69.5%-8.3pp | 67.7%-6.4pp |
| Annual return | 8.62% | 16.37%-7.8pp | 24.85%-16.2pp | 35.67%-27.0pp |
| Employer contribution / active EE | $294 | $1,980-85.1% | $2,464-88.1% | $2,757-89.3% |
| Participant deferral / active EE | $1,047 | $3,093-66.1% | $3,885-73.0% | $4,300-75.6% |
| Admin fee / account holder | $9,312 | $5,688+63.7% | $5,749+62.0% | $6,925+34.5% |