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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 | $28,590 | $65,367-56.3% | $92,915-69.2% | $72,976-60.8% |
| Participation rate | 32.0% | 68.3%-36.3pp | 76.0%-44.0pp | 69.5%-37.5pp |
| Annual return | 15.89% | 42.11%-26.2pp | 109.45%-93.6pp | 81.02%-65.1pp |
| Employer contribution / active EE | $327 | $2,594-87.4% | $3,653-91.0% | $2,440-86.6% |
| Participant deferral / active EE | $1,308 | $3,128-58.2% | $4,238-69.1% | $3,608-63.7% |
| Admin fee / account holder | $495 | $4,251-88.4% | $5,796-91.5% | $5,124-90.3% |