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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 | $35,565 | $57,140-37.8% | $85,240-58.3% | $80,959-56.1% |
| Participation rate | 28.9% | 56.4%-27.5pp | 67.5%-38.6pp | 67.7%-38.7pp |
| Annual return | 9.63% | 21.71%-12.1pp | 66.75%-57.1pp | 35.67%-26.0pp |
| Employer contribution / active EE | $262 | $1,802-85.4% | $2,735-90.4% | $2,757-90.5% |
| Participant deferral / active EE | $860 | $3,115-72.4% | $4,527-81.0% | $4,300-80.0% |
| Admin fee / account holder | $7,335 | $4,992+46.9% | $6,165+19.0% | $6,925+5.9% |