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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 | $32,879 | $63,346-48.1% | $92,239-64.4% | $70,124-53.1% |
| Participation rate | 65.6% | 68.7%-3.0pp | 76.5%-10.9pp | 69.5%-3.9pp |
| Annual return | 11.83% | 530.19%-518.4pp | 176.29%-164.5pp | 73.14%-61.3pp |
| Employer contribution / active EE | $328 | $2,471-86.7% | $3,680-91.1% | $2,342-86.0% |
| Participant deferral / active EE | $2,212 | $2,854-22.5% | $3,897-43.2% | $3,332-33.6% |
| Admin fee / account holder | $765 | $3,841-80.1% | $5,194-85.3% | $4,645-83.5% |