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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 | $20,245 | $77,920-74.0% | $149,723-86.5% | $75,177-73.1% |
| Participation rate | 56.4% | 65.6%-9.2pp | 78.8%-22.4pp | 67.2%-10.8pp |
| Annual return | 11.10% | 31.72%-20.6pp | 134.50%-123.4pp | 160.75%-149.6pp |
| Employer contribution / active EE | $363 | $3,138-88.4% | $4,821-92.5% | $2,671-86.4% |
| Participant deferral / active EE | $1,452 | $3,411-57.4% | $5,682-74.4% | $4,126-64.8% |
| Admin fee / account holder | $1,444 | $5,951-75.7% | $13,215-89.1% | $5,651-74.4% |