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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 | $29,010 | $81,487-64.4% | $102,412-71.7% | $80,935-64.2% |
| Participation rate | 62.5% | 66.8%-4.3pp | 74.5%-12.0pp | 67.7%-5.2pp |
| Annual return | 5.38% | 25.60%-20.2pp | 24.94%-19.6pp | 35.66%-30.3pp |
| Employer contribution / active EE | $630 | $3,103-79.7% | $3,870-83.7% | $2,757-77.2% |
| Participant deferral / active EE | $2,201 | $3,871-43.1% | $5,060-56.5% | $4,299-48.8% |
| Admin fee / account holder | $3,494 | $6,717-48.0% | $8,388-58.3% | $6,924-49.5% |