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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 | $29,705 | $72,269-58.9% | $101,271-70.7% | $79,852-62.8% |
| Participation rate | 53.8% | 68.5%-14.6pp | 75.8%-22.0pp | 69.6%-15.8pp |
| Annual return | 8.97% | 22.29%-13.3pp | 46.48%-37.5pp | 31.72%-22.8pp |
| Employer contribution / active EE | $344 | $2,692-87.2% | $3,660-90.6% | $2,471-86.1% |
| Participant deferral / active EE | $1,376 | $3,282-58.1% | $4,371-68.5% | $3,740-63.2% |
| Admin fee / account holder | $3,264 | $4,401-25.8% | $5,948-45.1% | $5,306-38.5% |