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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 | $34,384 | $81,358-57.7% | $155,556-77.9% | $80,959-57.5% |
| Participation rate | 28.6% | 66.3%-37.7pp | 78.2%-49.7pp | 67.7%-39.1pp |
| Annual return | 9.68% | 33.39%-23.7pp | 64.84%-55.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $332 | $3,106-89.3% | $4,675-92.9% | $2,757-87.9% |
| Participant deferral / active EE | $1,329 | $3,455-61.5% | $5,631-76.4% | $4,300-69.1% |
| Admin fee / account holder | $3,421 | $7,994-57.2% | $15,885-78.5% | $6,925-50.6% |