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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 | $23,597 | $60,349-60.9% | $74,184-68.2% | $62,881-62.5% |
| Participation rate | 63.9% | 72.7%-8.8pp | 76.6%-12.7pp | 69.3%-5.4pp |
| Annual return | -3.35% | 21.38%-24.7pp | 17.74%-21.1pp | 20.14%-23.5pp |
| Employer contribution / active EE | $298 | $1,680-82.3% | $2,370-87.4% | $2,281-86.9% |
| Participant deferral / active EE | $1,534 | $2,856-46.3% | $3,550-56.8% | $3,203-52.1% |
| Admin fee / account holder | $391 | $4,261-90.8% | $5,586-93.0% | $4,296-90.9% |