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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 | $32,829 | $86,949-62.2% | $102,460-68.0% | $80,959-59.5% |
| Participation rate | 46.5% | 72.4%-25.9pp | 76.5%-30.0pp | 67.7%-21.2pp |
| Annual return | 7.97% | 18.89%-10.9pp | 29.47%-21.5pp | 35.67%-27.7pp |
| Employer contribution / active EE | $546 | $2,370-77.0% | $3,025-82.0% | $2,757-80.2% |
| Participant deferral / active EE | $2,014 | $4,121-51.1% | $5,056-60.2% | $4,300-53.2% |
| Admin fee / account holder | $8,434 | $8,048+4.8% | $9,460-10.8% | $6,925+21.8% |