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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 | $32,993 | $86,949-62.1% | $102,460-67.8% | $80,959-59.2% |
| Participation rate | 44.8% | 72.4%-27.6pp | 76.5%-31.7pp | 67.7%-22.8pp |
| Annual return | 8.02% | 18.89%-10.9pp | 29.47%-21.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $414 | $2,370-82.5% | $3,025-86.3% | $2,757-85.0% |
| Participant deferral / active EE | $1,853 | $4,121-55.0% | $5,056-63.4% | $4,300-56.9% |
| Admin fee / account holder | $3,030 | $8,048-62.3% | $9,460-68.0% | $6,925-56.2% |