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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 | $25,368 | $72,273-64.9% | $101,275-75.0% | $79,856-68.2% |
| Participation rate | 61.4% | 68.5%-7.1pp | 75.8%-14.4pp | 69.6%-8.3pp |
| Annual return | 8.56% | 22.30%-13.7pp | 46.48%-37.9pp | 31.71%-23.2pp |
| Employer contribution / active EE | $234 | $2,691-91.3% | $3,660-93.6% | $2,471-90.5% |
| Participant deferral / active EE | $1,761 | $3,282-46.3% | $4,371-59.7% | $3,741-52.9% |
| Admin fee / account holder | $9,700 | $4,401+120.4% | $5,948+63.1% | $5,306+82.8% |