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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 | $31,037 | $101,795-69.5% | $165,100-81.2% | $80,959-61.7% |
| Participation rate | 53.7% | 71.8%-18.2pp | 78.6%-25.0pp | 67.7%-14.0pp |
| Annual return | 9.81% | 16.73%-6.9pp | 70.21%-60.4pp | 35.67%-25.9pp |
| Employer contribution / active EE | $529 | $2,954-82.1% | $4,348-87.8% | $2,757-80.8% |
| Participant deferral / active EE | $2,118 | $4,476-52.7% | $6,035-64.9% | $4,300-50.8% |
| Admin fee / account holder | $3,672 | $8,221-55.3% | $12,696-71.1% | $6,925-47.0% |