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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 | $23,982 | $63,114-62.0% | $92,909-74.2% | $65,185-63.2% |
| Participation rate | 68.5% | 68.8%-0.3pp | 76.0%-7.5pp | 70.2%-1.7pp |
| Annual return | 16.78% | 28.75%-12.0pp | 109.44%-92.7pp | 29.38%-12.6pp |
| Employer contribution / active EE | $309 | $2,571-88.0% | $3,653-91.5% | $2,177-85.8% |
| Participant deferral / active EE | $1,474 | $3,108-52.6% | $4,238-65.2% | $3,514-58.1% |
| Admin fee / account holder | $1,122 | $624+79.9% | $5,795-80.6% | $847+32.4% |