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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 | $30,501 | $63,082-51.6% | $81,726-62.7% | $79,856-61.8% |
| Participation rate | 66.7% | 67.5%-0.9pp | 72.0%-5.3pp | 69.6%-3.0pp |
| Annual return | 9.50% | 22.66%-13.2pp | 29.49%-20.0pp | 31.71%-22.2pp |
| Employer contribution / active EE | $311 | $1,795-82.7% | $4,311-92.8% | $2,471-87.4% |
| Participant deferral / active EE | $1,511 | $2,780-45.7% | $7,108-78.7% | $3,741-59.6% |
| Admin fee / account holder | $7,909 | $4,428+78.6% | $5,160+53.3% | $5,306+49.0% |