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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 | $20,687 | $58,099-64.4% | $76,902-73.1% | $75,177-72.5% |
| Participation rate | 58.1% | 63.9%-5.8pp | 69.6%-11.5pp | 67.2%-9.1pp |
| Annual return | 10.75% | 26.71%-16.0pp | 37.91%-27.2pp | 160.75%-150.0pp |
| Employer contribution / active EE | $361 | $1,996-81.9% | $2,534-85.7% | $2,671-86.5% |
| Participant deferral / active EE | $1,025 | $2,999-65.8% | $3,833-73.3% | $4,126-75.2% |
| Admin fee / account holder | $1,269 | $4,778-73.4% | $5,479-76.8% | $5,651-77.5% |