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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 | $31,799 | $76,551-58.5% | $123,894-74.3% | $62,881-49.4% |
| Participation rate | 24.4% | 73.0%-48.5pp | 81.4%-57.0pp | 69.3%-44.9pp |
| Annual return | 3.24% | 18.68%-15.4pp | 47.52%-44.3pp | 20.14%-16.9pp |
| Employer contribution / active EE | $113 | $2,882-96.1% | $4,617-97.6% | $2,281-95.1% |
| Participant deferral / active EE | $2,092 | $4,840-56.8% | $5,984-65.0% | $3,203-34.7% |
| Admin fee / account holder | $5,638 | $4,826+16.8% | $8,357-32.5% | $4,296+31.3% |