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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 | $42,429 | $181,896-76.7% | $156,551-72.9% | $273,972-84.5% |
| Participation rate | 25.0% | 88.4%-63.4pp | 84.0%-59.0pp | 83.0%-58.0pp |
| Annual return | 0.01% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.4pp |
| Employer contribution / active EE | $761 | $6,248-87.8% | $5,501-86.2% | $4,869-84.4% |
| Participant deferral / active EE | $3,490 | $5,550-37.1% | $4,871-28.4% | $5,287-34.0% |
| Admin fee / account holder | $8,500 | $15,560-45.4% | $13,028-34.8% | $10,133-16.1% |