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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 | $28,706 | $65,361-56.1% | $92,903-69.1% | $72,983-60.7% |
| Participation rate | 60.0% | 68.3%-8.3pp | 76.0%-16.0pp | 69.5%-9.5pp |
| Annual return | 11.73% | 42.11%-30.4pp | 109.43%-97.7pp | 81.01%-69.3pp |
| Employer contribution / active EE | $483 | $2,594-81.4% | $3,653-86.8% | $2,440-80.2% |
| Participant deferral / active EE | $1,931 | $3,128-38.3% | $4,238-54.4% | $3,608-46.5% |
| Admin fee / account holder | $358 | $4,251-91.6% | $5,795-93.8% | $5,124-93.0% |