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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 | $18,610 | $81,358-77.1% | $155,556-88.0% | $80,959-77.0% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 10.05% | 33.39%-23.3pp | 64.84%-54.8pp | 35.67%-25.6pp |
| Employer contribution / active EE | $160 | $3,106-94.8% | $4,675-96.6% | $2,757-94.2% |
| Participant deferral / active EE | $1,123 | $3,455-67.5% | $5,631-80.0% | $4,300-73.9% |
| Admin fee / account holder | $3,019 | $7,994-62.2% | $15,885-81.0% | $6,925-56.4% |