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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 | $29,532 | $110,379-73.2% | $102,412-71.2% | $145,884-79.8% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 5.78% | 24.84%-19.1pp | 24.94%-19.2pp | 551.85%-546.1pp |
| Employer contribution / active EE | $358 | $4,216-91.5% | $3,870-90.7% | $4,662-92.3% |
| Participant deferral / active EE | $1,978 | $5,622-64.8% | $5,060-60.9% | $6,690-70.4% |
| Admin fee / account holder | $1,595 | $9,745-83.6% | $8,388-81.0% | $13,392-88.1% |