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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 | $25,099 | $77,638-67.7% | $156,551-84.0% | $62,881-60.1% |
| Participation rate | 61.8% | 71.2%-9.4pp | 84.0%-22.2pp | 69.3%-7.5pp |
| Annual return | 4.08% | 50.33%-46.2pp | 32.23%-28.1pp | 20.14%-16.1pp |
| Employer contribution / active EE | $354 | $3,444-89.7% | $5,501-93.6% | $2,281-84.5% |
| Participant deferral / active EE | $887 | $3,046-70.9% | $4,871-81.8% | $3,203-72.3% |
| Admin fee / account holder | $1,676 | $5,561-69.9% | $13,028-87.1% | $4,296-61.0% |