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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 | $30,742 | $59,839-48.6% | $81,991-62.5% | $79,852-61.5% |
| Participation rate | 67.6% | 61.6%+6.0pp | 69.3%-1.7pp | 69.6%-2.1pp |
| Annual return | 9.78% | 17.56%-7.8pp | 41.31%-31.5pp | 31.72%-21.9pp |
| Employer contribution / active EE | $150 | $1,713-91.2% | $2,498-94.0% | $2,471-93.9% |
| Participant deferral / active EE | $1,947 | $2,695-27.8% | $3,722-47.7% | $3,740-48.0% |
| Admin fee / account holder | $3,078 | $4,287-28.2% | $5,665-45.7% | $5,306-42.0% |