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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 | $16,757 | $81,358-79.4% | $155,556-89.2% | $80,959-79.3% |
| Participation rate | 57.7% | 66.3%-8.6pp | 78.2%-20.5pp | 67.7%-10.0pp |
| Annual return | 9.15% | 33.39%-24.2pp | 64.84%-55.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $245 | $3,106-92.1% | $4,675-94.8% | $2,757-91.1% |
| Participant deferral / active EE | $1,689 | $3,455-51.1% | $5,631-70.0% | $4,300-60.7% |
| Admin fee / account holder | $692 | $7,994-91.3% | $15,885-95.6% | $6,925-90.0% |