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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 | $26,911 | $43,075-37.5% | $74,577-63.9% | $62,881-57.2% |
| Participation rate | 68.0% | 58.1%+9.9pp | 68.1%-0.1pp | 69.3%-1.3pp |
| Annual return | 3.94% | 17.50%-13.6pp | 20.47%-16.5pp | 20.14%-16.2pp |
| Employer contribution / active EE | $173 | $1,498-88.4% | $2,525-93.1% | $2,281-92.4% |
| Participant deferral / active EE | $1,534 | $2,389-35.8% | $3,458-55.6% | $3,203-52.1% |
| Admin fee / account holder | $315 | $2,840-88.9% | $4,138-92.4% | $4,296-92.7% |