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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 | $26,157 | $78,682-66.8% | $109,188-76.0% | $85,851-69.5% |
| Participation rate | 34.3% | 68.3%-34.0pp | 75.9%-41.6pp | 69.3%-35.0pp |
| Annual return | 10.83% | 25.09%-14.3pp | 25.76%-14.9pp | 318.63%-307.8pp |
| Employer contribution / active EE | $182 | $2,734-93.3% | $3,723-95.1% | $2,565-92.9% |
| Participant deferral / active EE | $1,951 | $3,468-43.7% | $4,654-58.1% | $3,952-50.6% |
| Admin fee / account holder | $2,768 | $5,470-49.4% | $6,755-59.0% | $6,261-55.8% |