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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 | $31,222 | $75,541-58.7% | $152,093-79.5% | $82,637-62.2% |
| Participation rate | 53.3% | 66.5%-13.2pp | 77.8%-24.4pp | 68.1%-14.7pp |
| Annual return | 7.32% | 32.56%-25.2pp | 66.36%-59.0pp | 53.51%-46.2pp |
| Employer contribution / active EE | $332 | $2,622-87.3% | $4,175-92.0% | $2,552-87.0% |
| Participant deferral / active EE | $1,734 | $3,206-45.9% | $5,451-68.2% | $4,126-58.0% |
| Admin fee / account holder | $3,183 | $6,405-50.3% | $14,497-78.0% | $7,339-56.6% |