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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 | $34,815 | $93,057-62.6% | $153,500-77.3% | $80,925-57.0% |
| Participation rate | 50.0% | 69.0%-19.0pp | 77.1%-27.1pp | 67.7%-17.7pp |
| Annual return | 5.70% | 19.96%-14.3pp | 15.70%-10.0pp | 35.65%-30.0pp |
| Employer contribution / active EE | $981 | $3,507-72.0% | $5,039-80.5% | $2,756-64.4% |
| Participant deferral / active EE | $2,100 | $5,179-59.4% | $6,756-68.9% | $4,299-51.1% |
| Admin fee / account holder | $15,381 | $8,885+73.1% | $12,736+20.8% | $6,940+121.6% |