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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 | $17,415 | $111,535-84.4% | $105,223-83.4% | $137,256-87.3% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.0%-13.5pp | 80.0%-18.4pp |
| Annual return | 11.04% | 237.85%-226.8pp | 180.65%-169.6pp | 220.34%-209.3pp |
| Employer contribution / active EE | $746 | $3,939-81.1% | $3,689-79.8% | $4,156-82.1% |
| Participant deferral / active EE | $1,878 | $5,500-65.9% | $5,072-63.0% | $6,407-70.7% |
| Admin fee / account holder | $313 | $9,721-96.8% | $8,859-96.5% | $12,270-97.4% |