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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 | $34,760 | $47,848-27.4% | $81,473-57.3% | $70,126-50.4% |
| Participation rate | 40.5% | 58.3%-17.7pp | 68.0%-27.4pp | 69.5%-29.0pp |
| Annual return | 10.16% | 27.25%-17.1pp | 38.78%-28.6pp | 73.15%-63.0pp |
| Employer contribution / active EE | $203 | $1,527-86.7% | $2,568-92.1% | $2,343-91.3% |
| Participant deferral / active EE | $1,562 | $2,453-36.3% | $3,537-55.8% | $3,332-53.1% |
| Admin fee / account holder | $524 | $3,145-83.3% | $4,561-88.5% | $4,645-88.7% |