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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 | $27,117 | $112,729-75.9% | $98,716-72.5% | $137,256-80.2% |
| Participation rate | 65.0% | 74.2%-9.2pp | 69.3%-4.3pp | 80.0%-15.0pp |
| Annual return | 9.66% | 38.48%-28.8pp | 31.81%-22.2pp | 220.34%-210.7pp |
| Employer contribution / active EE | $416 | $2,725-84.7% | $2,279-81.7% | $4,156-90.0% |
| Participant deferral / active EE | $3,060 | $4,640-34.1% | $4,048-24.4% | $6,407-52.2% |
| Admin fee / account holder | $8,773 | $10,129-13.4% | $8,703+0.8% | $12,270-28.5% |