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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 | $26,736 | $76,551-65.1% | $123,894-78.4% | $62,881-57.5% |
| Participation rate | 33.3% | 73.0%-39.6pp | 81.4%-48.1pp | 69.3%-36.0pp |
| Annual return | 5.01% | 18.68%-13.7pp | 47.52%-42.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $117 | $2,882-96.0% | $4,617-97.5% | $2,281-94.9% |
| Participant deferral / active EE | $2,058 | $4,840-57.5% | $5,984-65.6% | $3,203-35.7% |
| Admin fee / account holder | $2,461 | $4,826-49.0% | $8,357-70.6% | $4,296-42.7% |