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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 | $17,420 | $110,379-84.2% | $102,412-83.0% | $145,884-88.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 6.79% | 24.84%-18.0pp | 24.94%-18.1pp | 551.85%-545.1pp |
| Employer contribution / active EE | $595 | $4,216-85.9% | $3,870-84.6% | $4,662-87.2% |
| Participant deferral / active EE | $1,758 | $5,622-68.7% | $5,060-65.3% | $6,690-73.7% |
| Admin fee / account holder | $623 | $9,745-93.6% | $8,388-92.6% | $13,392-95.3% |