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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 | $29,691 | $55,889-46.9% | $76,119-61.0% | $80,935-63.3% |
| Participation rate | 64.6% | 62.1%+2.6pp | 69.1%-4.4pp | 67.7%-3.0pp |
| Annual return | 9.65% | 20.58%-10.9pp | 361.25%-351.6pp | 35.66%-26.0pp |
| Employer contribution / active EE | $345 | $1,866-81.5% | $2,693-87.2% | $2,757-87.5% |
| Participant deferral / active EE | $1,720 | $3,051-43.6% | $4,259-59.6% | $4,299-60.0% |
| Admin fee / account holder | $1,897 | $5,241-63.8% | $6,421-70.5% | $6,924-72.6% |