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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 | $30,367 | $47,848-36.5% | $81,478-62.7% | $70,131-56.7% |
| Participation rate | 40.5% | 58.3%-17.7pp | 68.0%-27.4pp | 69.5%-29.0pp |
| Annual return | 10.36% | 27.25%-16.9pp | 38.78%-28.4pp | 73.14%-62.8pp |
| Employer contribution / active EE | $188 | $1,527-87.7% | $2,568-92.7% | $2,342-92.0% |
| Participant deferral / active EE | $1,092 | $2,453-55.5% | $3,537-69.1% | $3,332-67.2% |
| Admin fee / account holder | $1,879 | $3,145-40.2% | $4,561-58.8% | $4,645-59.6% |