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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 | $30,488 | $76,407-60.1% | $150,298-79.7% | $82,448-63.0% |
| Participation rate | 56.4% | 66.4%-10.0pp | 77.8%-21.4pp | 68.1%-11.7pp |
| Annual return | 10.96% | 39.99%-29.0pp | 62.79%-51.8pp | 41.64%-30.7pp |
| Employer contribution / active EE | $269 | $2,614-89.7% | $4,154-93.5% | $2,551-89.5% |
| Participant deferral / active EE | $2,685 | $3,214-16.5% | $5,453-50.8% | $4,139-35.1% |
| Admin fee / account holder | $1,632 | $6,352-74.3% | $14,116-88.4% | $7,234-77.4% |