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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 | $24,199 | $71,197-66.0% | $93,669-74.2% | $80,925-70.1% |
| Participation rate | 52.4% | 60.4%-8.0pp | 68.7%-16.3pp | 67.7%-15.3pp |
| Annual return | 9.66% | 11.27%-1.6pp | 133.59%-123.9pp | 35.65%-26.0pp |
| Employer contribution / active EE | $358 | $1,565-77.1% | $2,424-85.2% | $2,756-87.0% |
| Participant deferral / active EE | $1,499 | $4,036-62.9% | $4,416-66.1% | $4,299-65.1% |
| Admin fee / account holder | $4,636 | $6,959-33.4% | $8,291-44.1% | $6,940-33.2% |