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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 | $28,861 | $116,190-75.2% | $93,614-69.2% | $152,885-81.1% |
| Participation rate | 60.9% | 78.0%-17.2pp | 75.8%-15.0pp | 82.5%-21.6pp |
| Annual return | 1.00% | 35.96%-35.0pp | 32.76%-31.8pp | 345.39%-344.4pp |
| Employer contribution / active EE | $123 | $3,219-96.2% | $2,718-95.5% | $4,763-97.4% |
| Participant deferral / active EE | $1,373 | $4,604-70.2% | $4,069-66.3% | $5,851-76.5% |
| Admin fee / account holder | $766 | $10,749-92.9% | $7,889-90.3% | $11,598-93.4% |