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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 | $22,141 | $81,504-72.8% | $102,437-78.4% | $80,959-72.7% |
| Participation rate | 63.2% | 66.9%-3.7pp | 74.5%-11.4pp | 67.7%-4.5pp |
| Annual return | 8.90% | 25.60%-16.7pp | 24.95%-16.1pp | 35.67%-26.8pp |
| Employer contribution / active EE | $552 | $3,104-82.2% | $3,871-85.7% | $2,757-80.0% |
| Participant deferral / active EE | $2,911 | $3,871-24.8% | $5,060-42.5% | $4,300-32.3% |
| Admin fee / account holder | $5,415 | $6,719-19.4% | $8,388-35.4% | $6,925-21.8% |