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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 | $31,843 | $81,504-60.9% | $102,437-68.9% | $80,959-60.7% |
| Participation rate | 21.3% | 66.9%-45.5pp | 74.5%-53.2pp | 67.7%-46.3pp |
| Annual return | 9.45% | 25.60%-16.1pp | 24.95%-15.5pp | 35.67%-26.2pp |
| Employer contribution / active EE | $541 | $3,104-82.6% | $3,871-86.0% | $2,757-80.4% |
| Participant deferral / active EE | $1,730 | $3,871-55.3% | $5,060-65.8% | $4,300-59.8% |
| Admin fee / account holder | $1,154 | $6,719-82.8% | $8,388-86.2% | $6,925-83.3% |