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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 | $20,355 | $76,407-73.4% | $150,298-86.5% | $82,448-75.3% |
| Participation rate | 33.3% | 66.4%-33.1pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 9.97% | 39.99%-30.0pp | 62.79%-52.8pp | 41.64%-31.7pp |
| Employer contribution / active EE | $217 | $2,614-91.7% | $4,154-94.8% | $2,551-91.5% |
| Participant deferral / active EE | $929 | $3,214-71.1% | $5,453-83.0% | $4,139-77.6% |
| Admin fee / account holder | $6,756 | $6,352+6.4% | $14,116-52.1% | $7,234-6.6% |