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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 | $30,402 | $81,476-62.7% | $102,383-70.3% | $80,925-62.4% |
| Participation rate | 56.0% | 66.8%-10.8pp | 74.5%-18.5pp | 67.7%-11.7pp |
| Annual return | 7.12% | 25.59%-18.5pp | 24.94%-17.8pp | 35.65%-28.5pp |
| Employer contribution / active EE | $593 | $3,105-80.9% | $3,870-84.7% | $2,756-78.5% |
| Participant deferral / active EE | $3,137 | $3,871-19.0% | $5,060-38.0% | $4,299-27.0% |
| Admin fee / account holder | $4,801 | $6,717-28.5% | $8,391-42.8% | $6,940-30.8% |