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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 | $34,490 | $43,075-19.9% | $74,577-53.8% | $62,881-45.2% |
| Participation rate | 22.5% | 58.1%-35.5pp | 68.1%-45.6pp | 69.3%-46.8pp |
| Annual return | 3.81% | 17.50%-13.7pp | 20.47%-16.7pp | 20.14%-16.3pp |
| Employer contribution / active EE | $123 | $1,498-91.8% | $2,525-95.1% | $2,281-94.6% |
| Participant deferral / active EE | $1,243 | $2,389-48.0% | $3,458-64.1% | $3,203-61.2% |
| Admin fee / account holder | $1,009 | $2,840-64.5% | $4,138-75.6% | $4,296-76.5% |