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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 | $24,494 | $57,065-57.1% | $75,670-67.6% | $70,131-65.1% |
| Participation rate | 55.6% | 68.1%-12.5pp | 72.3%-16.8pp | 69.5%-14.0pp |
| Annual return | 7.95% | 23.57%-15.6pp | 27.34%-19.4pp | 73.14%-65.2pp |
| Employer contribution / active EE | $286 | $1,817-84.3% | $2,352-87.8% | $2,342-87.8% |
| Participant deferral / active EE | $1,510 | $2,580-41.5% | $3,142-52.0% | $3,332-54.7% |
| Admin fee / account holder | $535 | $3,825-86.0% | $5,800-90.8% | $4,645-88.5% |