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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 | $18,343 | $78,027-76.5% | $178,528-89.7% | $80,925-77.3% |
| Participation rate | 66.7% | 65.7%+1.0pp | 77.1%-10.4pp | 67.7%-1.0pp |
| Annual return | 8.05% | 18.09%-10.0pp | 27.11%-19.1pp | 35.65%-27.6pp |
| Employer contribution / active EE | $433 | $2,281-81.0% | $3,950-89.0% | $2,756-84.3% |
| Participant deferral / active EE | $2,057 | $4,408-53.3% | $6,278-67.2% | $4,299-52.1% |
| Admin fee / account holder | $3,978 | $7,168-44.5% | $10,419-61.8% | $6,940-42.7% |