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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 | $28,741 | $52,580-45.3% | $71,671-59.9% | $70,126-59.0% |
| Participation rate | 50.0% | 60.9%-10.9pp | 68.7%-18.7pp | 69.5%-19.5pp |
| Annual return | 7.10% | 20.25%-13.2pp | 20.65%-13.5pp | 73.15%-66.0pp |
| Employer contribution / active EE | $218 | $1,616-86.5% | $2,460-91.2% | $2,343-90.7% |
| Participant deferral / active EE | $1,333 | $2,386-44.1% | $3,438-61.2% | $3,332-60.0% |
| Admin fee / account holder | $5,721 | $3,653+56.6% | $5,558+2.9% | $4,645+23.1% |