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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 | $30,665 | $76,407-59.9% | $150,298-79.6% | $82,448-62.8% |
| Participation rate | 52.2% | 66.4%-14.2pp | 77.8%-25.6pp | 68.1%-15.9pp |
| Annual return | 12.91% | 39.99%-27.1pp | 62.79%-49.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $77 | $2,614-97.0% | $4,154-98.1% | $2,551-97.0% |
| Participant deferral / active EE | $2,038 | $3,214-36.6% | $5,453-62.6% | $4,139-50.8% |
| Admin fee / account holder | $17,128 | $6,352+169.6% | $14,116+21.3% | $7,234+136.8% |