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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 | $60,428 | $67,602-10.6% | $82,312-26.6% | $70,126-13.8% |
| Participation rate | 63.9% | 72.8%-8.9pp | 76.9%-13.0pp | 69.5%-5.7pp |
| Annual return | 12.03% | 21.57%-9.5pp | 25.88%-13.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $97 | $1,755-94.5% | $2,428-96.0% | $2,343-95.9% |
| Participant deferral / active EE | $1,860 | $2,987-37.7% | $3,706-49.8% | $3,332-44.2% |
| Admin fee / account holder | $432 | $4,512-90.4% | $5,608-92.3% | $4,645-90.7% |