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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 | $29,545 | $117,895-74.9% | $102,460-71.2% | $145,897-79.7% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 5.64% | 31.92%-26.3pp | 29.47%-23.8pp | 552.29%-546.6pp |
| Employer contribution / active EE | $680 | $3,619-81.2% | $3,025-77.5% | $4,663-85.4% |
| Participant deferral / active EE | $1,904 | $5,736-66.8% | $5,056-62.3% | $6,689-71.5% |
| Admin fee / account holder | $8,468 | $13,353-36.6% | $9,460-10.5% | $13,390-36.8% |