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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 | $20,085 | $124,330-83.8% | $109,173-81.6% | $167,536-88.0% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 9.31% | 26.04%-16.7pp | 25.75%-16.4pp | 478.82%-469.5pp |
| Employer contribution / active EE | $607 | $4,209-85.6% | $3,723-83.7% | $4,839-87.5% |
| Participant deferral / active EE | $2,893 | $5,256-45.0% | $4,654-37.8% | $6,342-54.4% |
| Admin fee / account holder | $378 | $7,974-95.3% | $6,755-94.4% | $12,315-96.9% |