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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 | $26,812 | $76,371-64.9% | $93,621-71.4% | $72,976-63.3% |
| Participation rate | 68.9% | 71.8%-2.9pp | 75.8%-6.9pp | 69.5%-0.6pp |
| Annual return | 14.72% | 25.82%-11.1pp | 32.76%-18.0pp | 81.02%-66.3pp |
| Employer contribution / active EE | $282 | $2,276-87.6% | $2,719-89.6% | $2,440-88.4% |
| Participant deferral / active EE | $1,434 | $3,538-59.5% | $4,070-64.8% | $3,608-60.2% |
| Admin fee / account holder | $787 | $6,839-88.5% | $7,890-90.0% | $5,124-84.6% |