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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 | $31,762 | $56,894-44.2% | $84,753-62.5% | $62,881-49.5% |
| Participation rate | 58.1% | 68.5%-10.5pp | 76.6%-18.5pp | 69.3%-11.2pp |
| Annual return | 3.48% | 6.30%-2.8pp | 22.78%-19.3pp | 20.14%-16.7pp |
| Employer contribution / active EE | $200 | $2,400-91.7% | $3,574-94.4% | $2,281-91.2% |
| Participant deferral / active EE | $2,003 | $2,709-26.1% | $3,712-46.0% | $3,203-37.5% |
| Admin fee / account holder | $2,449 | $3,581-31.6% | $5,333-54.1% | $4,296-43.0% |