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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 | $23,024 | $55,930-58.8% | $76,089-69.7% | $80,925-71.5% |
| Participation rate | 61.8% | 62.1%-0.2pp | 69.1%-7.3pp | 67.7%-5.8pp |
| Annual return | 9.60% | 20.58%-11.0pp | 360.94%-351.3pp | 35.65%-26.1pp |
| Employer contribution / active EE | $209 | $1,866-88.8% | $2,690-92.2% | $2,756-92.4% |
| Participant deferral / active EE | $1,355 | $3,051-55.6% | $4,259-68.2% | $4,299-68.5% |
| Admin fee / account holder | $6,905 | $5,241+31.8% | $6,418+7.6% | $6,940-0.5% |