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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 | $28,521 | $112,729-74.7% | $98,716-71.1% | $137,256-79.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 9.28% | 38.48%-29.2pp | 31.81%-22.5pp | 220.34%-211.1pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,719 | $4,640-63.0% | $4,048-57.5% | $6,407-73.2% |
| Admin fee / account holder | $387 | $10,129-96.2% | $8,703-95.6% | $12,270-96.8% |